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 : Mish's Global Economic Trend Analysis
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: SouthFloridaGuy who wrote (36737)9/8/2005 11:57:18 AM
From: John Vosilla  Read Replies (2) of 116555
 
"The deflation scenario will probably have to be to be put to the side for the moment unless we have some type of systemic event which takes stocks from under-valued to outright cheap"

Haven't visited you guys here in a while. Hope the deflation crowd is having a ball..

much higher costs of doing business = much higher costs for basic services you need every day = higher real inflation = much higher long term rates = lower multiples to cash flow for RE and stocks = lower prices for certain overvalued assets that can't increase cash flows as an offset

Yeah I know wet behind the ears hillbillies like me make your business viable. Christ I'd be broke listening to your advice all these years. No middleman fees to keep me going if I was wrong<g>
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News