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 : The Epic American Credit and Bond Bubble Laboratory
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: John Vosilla who wrote (48132)12/24/2005 4:01:45 PM
From: UncleBigs  Read Replies (1) of 110194
 
I think it's a mistake to anticipate that the next reflation cycle will produce more inflation than past cycles.

First, between now and the next reflation cycle, there will be one hell of a deflationary scare if not outright declining prices in assets as well as goods and services. When I say deflation I don't mean decline in money supply. I mean a decline in nominal prices of assets, goods and services.

Second, reflation will be more difficult the next time around because there is little pent up demand or borrowing power. I think a portfolio positioned for perpetual inflation at this point in time will have disastrous results for the next 2 years.
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