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: Mike Johnston who wrote (75480)12/13/2006 12:01:35 PM
From: suanny  Read Replies (1) of 110194
 
Mike,Kris B seems to be going to the heart of the matter when it comes to inflation deflation.Neither side seems to carry the discussion to a logical conclusion a layman like myself can identify.Mish being on the fringe is no revelation when looking at the stock market;however,his logic makes sense to me if the housing bubble is allowed to play out without any radicle intervention.Mish can confuse when he supposes the banks don't want to bail out debtors with inflation,as this what they have done during my lifetime exclusively,I can't believe they rather be stuck holding all those empty houses which would be losing value.The level of inflation that may be acceptable to the Banks before they consider it out of hand is unknown.Like Kris B,I cannot seem to follow any of the inflation arguments to the conclusion that You,John and GST expect.You say things like a portion of society sinking into poverty due to wages not keeping up with inflation,without accounting for an equal loss of demand or how supply might shrink to compensate ie; tariffs,otherwise you are just making Mish's argument for him.Any position that is so obvious that 99% of investors support it,should be able to be explained to it's conclusion more than what I have seen to this point.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News