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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Lee Lichterman III who wrote (94273)5/15/2008 1:49:08 PM
From: GST  Read Replies (1) of 110194
 
<the reality of our situation has been staring everyone in the face>

The struggle to understand what is going on and how to live and invest in this environment is in part a matter of grasping how much the world has changed in recent years. Housing is now a failed hedge against inflation -- and anybody who wants to waste their time denying there is inflation can do it on their own as far as I am concerned. It has been many years now since dot.com imploded -- and there is lingering concern over stock investment as a result. More recently, the place to be has been in commodities and stock linked to commodities as these are the most responsive to inflation. What I think is hardest to imagine is that this is the beginning of a larger and longer move in currencies and commodity prices -- if this was broadly understood I believe it would be frightening to many, many people. And yet there are good reasons to believe that this is our future. If so, the need for effective inflationary hedge investing is the top priority. The utter stupidity of "deflation" thinking is not just infantile discussions about "definitions" -- the stupidity of deflation thinking is that it could lead people to make terrible investment decisions.
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