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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: koan who wrote (89128)10/25/2008 12:31:00 AM
From: Nihontochicken  Read Replies (2) of 116555
 
"That would be my question too."

Yes, the Big Question all along has been whether this debt implosion would be ultimately deflationary as in the '30s, or whether the money print response would force an inflationary end. A good guess might be first Curtain A and then B, but will Curtain B be revealed? The 20% or so I put in $Gold instruments beginning 2002 is mostly toast now. But the 80% in "cash" (short term Treasury MMFs, luckily from liquidated broad market equities prior to the meltdown) are "safe" IFF they are converted into something else if/when the $USDollar tanks. So I'm vitally interested in the tea leaves as to if and when the inflationary factors that appear obvious in all this Fed/Treasury market support actually take effect. Unfortunately, obvious fundamentals don't seem to have much effect on the markets now. Or maybe I just don't have the appropriate criminally warped sense of financial fundamentals.

NC
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