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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: sea_biscuit who wrote (90849)1/27/2008 12:21:44 AM
From: glenn_a  Read Replies (1) of 110194
 
Thanks for your reply sea_biscuit.

I think I understand your position better.

If we were to consider separately prices of goods and services, and financial asset prices, including commodity stocks. Do you foresee a possible scenario whereby financial asset prices could collapse, even though prices of real goods and services remain stubornly high? Or do you see financial asset inflation as inevitable along with inflation in goods and services?

Also, do you see any circumstance over say the next year that might lead to an different outcome than inflation for financial asset prices? For instance, if the European central banks hold firm on interest rates. Or Foreign Central Banks stop buying Agency paper or Fed debt? Or a deep global recession takes hold? Or worsening problems for the global credit system?

Regards,
Glenn
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