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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: SouthFloridaGuy who wrote (78681)5/5/2008 3:20:46 PM
From: RonMerks  Read Replies (4) of 116555
 
Mish,LIG- lets cut to the chase on inflation vs. deflation.

Forget all the academic and semantic arguements. How do you trade it?

Buy gold here?
Sell gold here?
Short the DOW?
Short Financials?
Buy short term Treasuries?
Short long dated Treasuries?
Buy German Bunds?
Buy Brazilian Reals?
Short the Dollar?

Please don't take this the wrong way, but you've written a War and Peace treatise on deflation- nice job. And you've added your 'deflation spin' on all the major daily news bytes- again nice job.

But, in today's world- that's worth- well nothing. It's all over the web for free. On your blog- its for free. Here on this site- its for free.

And the reason its free- is because no one can make any money with academic theory, or commentary.

50 year old Economists with top Wall Street firms, with Phd's, weekly national TV appearances, and book deals, make like $160k.

27 year old street kids from New Joysey, with hair gel like the Exxon Valdez, who trade for those same firms, make like $1.6 Million.

Academic theory- pays zilch.

How to trade it- pays the big bucks.

Anyone here got any ideas on how to trade your deflation theory?

Lets cut to the chase.

If deflation is here- how do we trade it HERE AND NOW?

If it's not here- when will it be- and how will we know?

Thanks,

Ron
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