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Strategies & Market Trends : Free Float Trading/ Portfolio Development/ Index Stategies

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From: dvdw©2/20/2008 9:01:23 AM
of 3821
 
AHHAHA does it again, counter programming the hysteria of recession. Evidence from our humble origins, agrees. Most of what we have in the stock market is price suppression for the purpose of accumulation. The data of the market prove it. ( at least where we are positioned )
To: rich evans who wrote (10657) 2/20/2008 12:47:40 AM
From: ahhaha of 10658

All stated they do not see a recession and book to bill was positive and used such words as friendly enviroment.

You don't have to listen to them. You'll know when a recession starts.

They all qualified there statements by saying that they are reading and hearing the economic news but they do not see it. They then said that their visibility was 3 months.

There is no recession. When a recession starts the stock market will have already risen significantly. As long as stock market declines, no recession.

Ok. commodities are going up in price. But this to me is the demand of the emerging markets in China , India etc. Coal is a good example. So it is simply demand outstripping supply in all commodities including oil. Is this inflation?

No. Just means continuing rise in GPL. Takes an accelerating GPL to qualify as inflation.

Not monetary.

When inflation is in gear real money supply declines.

But Patinkin analysis would indicate that this is not continuing inflation.

Forget Patinkin. He sold out to the socialists long ago and has relegated himself to useless. Use Ahhaha Equilibrium.

But the problem is that the commodity demand has been going on for such a long time- at least 3 years now- that it resembles monetary inflation IMO.

There is no monetary inflation in the modern era(since 1913), or, all inflation is monetary in the sense that FED fixes a rate of interest that allows the private sector to create excess money. Since inflation in this era is defined as accelerating GPL the only inflation that can occur arises from labor wage demands which chaotically reinforce the commodity cycle.

Full discussion starts see thread and Post numbers to follow.
10658 All stated they do not see a recession and book to bill was positive and used ahhaha 02/20/2008 12:47:40 AM

10657 These are all money market mechanics and such mechanics have little to do wit rich evans 02/19/2008 11:14:04 PM

10656 I don't see any pumping by the FED as their transactions are on the temporary ahhaha 02/19/2008 11:03:44 PM

10655 I heard that comment and wondered about it. I don't see any pumping by the FED a rich evans 02/19/2008 08:37:18 PM

10654 Ron Insana made a comment, "FED, is pumping a lot of money which it wants to go ahhaha 02/19/2008 04:25:12 PM
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