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Strategies & Market Trends : SiliconInvestor All Stars Forum
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To: SouthFloridaGuy who wrote (1606)3/17/2008 11:36:15 PM
From: John VosillaRead Replies (1) of 1718
 
Remember the economy and stock markets are a mess in stagflation. We can get DOW/Gold ratio at 1 down the road in an environment similar to 1980 How would you explain agricultural prices, oil prices, gold ect going through the roof or the high interest rates in much of the rest of the world as they combat a growing inflation problem? I can at least try to explain fed monetezation along with our trade imbalance with fast growing markets recycling excess dollars back to our mature financial markets as factors for our very low interest rates in the states. Confusing times to say the least. I believe Mish and Mike Johnson hold extreme divergent views at complete opposite ends of the spectrum. I still see nothing leading me to believe deflation is the end game only a worsening inflation problem. Only a question of stagflation or hyperinflation as our dollars either buy much less or turn into pesos.. I guess we still look at Manhattan and London RE as clues..they still are very resilient. I guess if they drop 50%+ along with oil prices along with a nominal GDP declining worldwide at 20%+ the next 12-24 months then Mish is right..By then worst hit markets of FL would be down perhaps 85-90% off the top at the current pace
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