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Strategies & Market Trends : SiliconInvestor All Stars Forum

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To: John Vosilla who wrote (1560)	11/30/2007 3:57:56 PM
From: SouthFloridaGuy	Read Replies (2) of 1718

Mish is right. Credit collapse is not an inflationary event. I am shocked that breakeven inflation rates aren't crashing. I'm not a Minsky academic so I honestly can't comment on why this is the case. I have to rereead Mish's defintion of "deflation" vs. "inflation". Alternatively, maybe we're a little early - and that is a great trade. Keep it on your radar, I would short the break-even rate if it made a 1 year low. This whole f'ing thing is weird. When I don't understand something, I just stay away. So I am parking a good chunk of money in Icelandic Krona because one thing I do understand is that if the Fed continues to cut - which they will (they have to) - the dollar will depreciate against high yielding currencies. The dollar does not necessarily have to depreciate against the Euro or Pound, in fact I would say it's quite undervalued against those currencies. EU is a joke, these cultures are just too different and you will see it begin to play out when disparate economic paths begin.

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