SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Natural Resource Stocks

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: isopatch who wrote (20617)1/28/2005 2:18:46 PM
From: ItsAllCyclical  Read Replies (2) of 108690
 
Agree, but don't you think we'd probably have a 6-12 month window before it became apparent that the CB's were in fact late or too late?

I'm guessing I'm saying that it's rare that markets turn 100% on a dime. There are good arguments that this will end in deflation, but there are also good arguments for inflation. In addition, we can have inflation in some segments and deflation in others. I tend to think if the Dollar falters more we could still see inflation in commodities even in a global downturn (at least in Dollar terms) while having deflation in most other asset prices. Not married to any line of thinking just yet. Waiting to see where the dice land.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext