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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: SouthFloridaGuy who wrote (102568)9/28/2009 3:40:48 PM
From: ItsAllCyclical  Read Replies (1) of 116555
 
The FED's balance sheet has never looked like this before.

We've never been at these levels of debt/GDP combined w/0% interest rates, combined w/no bubble left to inflate.

Visually you can see how different both the decline and subsequent rise have become vs 2002. The rise in 2002 was at least driven partly by FA. The rise here has been nothing but manipulation and gov. stimulation. There's NO way adding more debt/credit to a credit bubble collapse does anything of value IT/LT. Where reasonable people disagree is if this is the terminal state. Since I see nothing else to inflate I say yes.



I agree on stimulus which is why you have to be very careful shorting in this environment. But being a LT bear on the US economy does not mean you need to short as your primary way to make money.
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