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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Kailash who wrote (48084)12/24/2005 3:54:10 PM
From: John Vosilla  Read Replies (1) of 110194
 
"How will the capital markets respond to the next post-bubble river of new money? My expectation is that the reflation effort that follows the bursting of the housing, bond, and dollar bubbles that formed during this reflation cycle are more likely to result in a period of high inflation than following previous cycles. The reasons for this are more political than economic"

That blogger seems to have it right...
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