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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Real Man who wrote (394404)9/16/2009 11:34:23 AM
From: gregor_us2 Recommendations  Read Replies (1) of 436258
 
Heh Heh. But remember, what Ben refuses to talk about is the debt bubble. As you know, I am very bullish on reflation and the game to see which assets are first receivers. I also delight in the brittle, calcified deflationists who can never get beyond the steel plate in their heads. That said, I remain fully in agreement with the thoughtful deflationists (as opposed to the robotic ones) who keep articulating the massive nature of the problem.

A strong cyclical recovery?

I guess you're more open to something like this "a little bit of autos, some housing, some finance, some retail." Are you open to that?

Here's my current model: spectacular replay of 07-08 with gold and silver leading this time as copper and oil roar too.

Same effect as last time: gasoline prices soar in California and the inflation on top of the deflation kills us again.

Perhaps we could attach your cyclical recovery to my inflationary depression, and get a more mad max version of 2003-2008.

G
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