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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: mishedlo who wrote (75314)2/27/2008 7:55:49 PM
From: SouthFloridaGuy  Read Replies (4) of 116555
 
Mish, I've gotta say, it seems like people on this board are under 5 years old. Alternatively they smoked so much pot when they were young, they have lost all their memory brain cells. How can memories be so short?

Does anybody not remember the 'criticism' of Greenspan in early 2001 when he started cutting rates amidst a relatively elevated CPI? If not, I suggest you do a Google search of pundits screaming about stagflation.

Like him or hate him, he was right because in late 2001 inflation expectations came crashing down. In 2002 we were discussing 'deflation'. For a short period of time, granted, but we were.

The SAME thing will happen this time as well except this time the discussion will last a helluva lot longer. Probably starts in earnest within the next 6-12 months with inflation expectations crashing down - along with commodities prices and global growth. Outside the stock market, the greatest short right now is in break-even inflation expectations.

The bond market is not stupid and it's certainly smarter than anybody on this board - including you and me. Rather than fighting the trend, I'd rather listen to it.

For all the commodities bubble blowers, the future always seems clearest at the end.
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