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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: Keith Feral who wrote (91808)3/3/2008 11:14:26 AM
From: John Vosilla  Read Replies (1) of 110194
 
Seems like monetary expansion globally is now occurring at 2-4 times the rate of interest on the long end of the curve.. That is the biggest story of all. USA grows MZ at over 15% plus borrows $5T for the stupid war and gets away with being charged only 5% for 30 years. Attempts to inflate housing at any cost will be ongoing for years. Question is when do we finally pay the piper? Think of gold as nothing more than a signal of a dramatic sea change from the disinflationary policies of 1981-2001..
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