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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: GST who wrote (49033)1/7/2006 7:41:46 PM
From: mishedlo  Read Replies (2) of 110194
 
It is a suckers bet to think that our dependence on foreign capital will go done as our economy slows.

Close and even perhaps even correct. We shall see. Imports and exports will clearly both drop. The question is which drops more and the second question is will government spending on Iraq and other things drop?

And our dependence on foreign debt will soon be the deciding factor on inflation.

I disagree strongly. The deciding factor on inflation will be how fast the debt bubble and asset prices collapse.

I think far far faster than any increase in money supply. Even IF I am wrong initially I still maintain that it will eventually happen even if I am wrong for a year or more.

Mish
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