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: kris b who wrote (71457)10/8/2006 11:16:43 PM
From: bart13  Read Replies (2) of 110194
 

I don't know whether, with so much liquidity sloshing around, the past business cycles are any guide to the future. Everything got grossly distorted.


True, but its been fairly reliable for many many decades even during the global stock boom in the '90s where there was also lots of distortion.




"There's only one stat I track that shows a reversal back to inflation (my quarterly global liquidity charts) "

What are the components of it ? Do you have a chart?


I hope the descriptions on the chart are explanatory enough. COFER is defined in my glossary if needed.



Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext