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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: mishedlo who wrote (34882)6/28/2005 1:12:12 PM
From: GST  Read Replies (1) of 110194
 
<worldwide glut in production> Investments in Chinese production and mobilization of vast Chinese human resources(for example) have indeed helped to fuel excess capacity worldwide. The question here is what role will production play in shaping costs in the future? Your view, as I understand it, is that without the fires of asset inflation burning brightly, we are headed for a reality in which "for sale" signs dominate for everything and prices go nowhere but down -- deflation. Low rates won't matter because there will be fewer "credit worthy" people and banks might be so battered that they cannot afford to do anything that does not help them to clean up their balance sheets. Do I understand you?
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