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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: mishedlo who wrote (74852)12/5/2006 8:32:10 PM
From: Mr.Creosote  Read Replies (2) of 110194
 
Fantastic exchange of real ideas by Mike and Mish. However, I don't believe that either of you can benefit from knowing WHAT happens next whether it's hyperinflation or downright deflation. What really matters is not the WHAT but the WHEN. Consider also the possibility that prices may just (at the expense of the dollar) continue to drift upwards for several more months (possibly years) in a perpetual low volatility environment. Bottom line is that none of us knows the WHEN and focusing and debating the WHAT doesn't make anybody any money.

I challenge you guys to think of what event or series of events would have to occur going forward that would move the market into a different regime. In other words what must happen first to identify the change into a new regime whether that is hyperinflation, deflation, or something else. Other than market prices themselves that is.
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