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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: stockfiend who wrote (80164)6/15/2008 2:05:34 AM
From: mishedlo  Read Replies (1) of 116555
 
Short treasuries and buy houses if you think hyperinflation is coming. That is the same thing I said 3 year years ago.

For the record, I have advocated gold, treasuries, and shorting financials and homebuilders. But no ones record is perfect. Energy soared far more than I expected but then again I am a believer in peak oil, and I also believe peak oil does not equal inflation.

On the other hand "rising prices = inflation" advocates have a hell of a lot more explaining to do that me. 30 year treasuries under 5% is one of them.

So spare me the sap about "failing to predict" things. There is not an inflationist on the planet that predicted treasuries would do what they did.

I will up the ante.
10 year and 30 year treasury yields will make new all time lows before a bear market in treasuries begins.

One more point: You clearly do not understand the difference between money and credit, or what the Fed can or cannot do.

Mish
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