Mish's Global Economic Trend Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: alanrs who wrote (101050)	8/20/2009 7:08:26 AM
From: Real Man	Read Replies (1) of 116555

The second point? We had no deflation! We did have a major credit contraction. Not easy to get if you have D-religion. Perhaps, 16% unemployment in Poland during major inflationary episode is a puzzle too. Fwiw, I am not even an inflationist. Currently I am a bull. But there will be no deflation as the globe recovers, sorry. And the dollar will drop to new lows. -ggg- The Fed will remain very easy for some time, and we'll have more inflation. Commodities will recover to cost of production. US recovery will be on the weak side.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next