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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Horgad who wrote (91263)2/5/2008 9:58:22 AM
From: Keith Feral  Read Replies (2) of 110194
 
So far, the only comment I have seen to support gold is something about negative real interest rates. I don't buy that for one second. I don't know a single person talking about inflation beyond the people on this thread. The bond market doesn't care, the economists don't care, cnbc doesn't care.

Someone else pointed out that m3 growth was growing at 16%. To me, it appears that high money growth is being used to transition us from the 16% commercial paper growth for the past few years. CP growth is now under 3% which probably reflects the long term growth of real estate going forward. I think the tradeoff between higher money supply and less commercial paper is a good tradeoff as the deleveraging process runs it's course.

However, God bless all the inflation hawks. I'm hoping to see some inflation by the end of the year in my stocks, bonds, or the value of my home. Everyone is scratching their heads to see how we get through the next few weeks.
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