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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Claude Cormier who wrote (43460)10/14/2005 1:47:19 PM
From: mishedlo  Read Replies (1) of 110194
 
Dear Mish,
You have been a proponent of the global recession, debt repudation, strong dollar thesis... and deflation If I have understand what you have posted in recent months.

BTW - I have been bullish on the dollar only in the context of the US raising rates. Once that stops or is about to stop, the US$ likely takes a nasty spill. That said, it is possible the dollar has actually bottomed. I do not see a collapse of the dollar by another 50% or whatever as some dollar bears do, the reason being I expect other countries to be fighting the global slowdown with their printing presses as well.

Mish
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