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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: mishedlo who wrote (36717)7/22/2005 6:53:42 PM
From: GST  Read Replies (1) of 110194
 
Ask yourself two questions: 1) Is there a housing bubble? You say yes and I think it is generally agreed at least among those here, 2) Is there a dollar bubble? That seems clear to many, but I am not sure you agree. If there is a dollar bubble and it bursts, the dollar bubble is likely to be larger than, and have more impact than, the housing bubble. The bursting of the dollar bubble is inflationary while the bursting of the housing bubble is deflationary. And therein lies the debate -- do we have two bubbles? When will they break? What will be their impact? I see the bubbles as twins, destined to go over the falls in the same barrel. But the dollar is the bigger of the two IMO -- far bigger. So I see inflation as a great concern.
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