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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: RJA_ who wrote (90534)1/16/2008 6:10:41 PM
From: bart13  Read Replies (2) of 110194
 

Can any conclusions be drawn for this time? All of the above events are related in some way to currency depreciation... but a tight enough relationship to apply now?


I don't see why not. We're not only in a hard asset cycle (Dow/gold, etc.) but also playing competitive devaluation. About the only negatives are short term demand issues from world slowdown & recession, and price control issues from Foggy Bottom, etc.
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