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Strategies & Market Trends : SiliconInvestor All Stars Forum

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To: Jim McMannis who wrote (1076)7/24/2007 1:51:48 PM
From: John VosillaRead Replies (1) of 1718
 
He isn't even putting up much of a fight on the inflation front anymore<g>

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Bottom line is if the apparent spread between global GDP growth and long term interest rates in the US/Euro/Japan/China world stays where it is all will be okay.. If that spread were to disappear across the board all hell would break lose. You don't even need to concern yourself about what inflation really is when doing the calculations. Mish will figure that one out like he is slowly figuring some of the other stuff out too<g>
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