SI
SI
discoversearch

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 : John Pitera's Market Laboratory

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jon Koplik who wrote (12645)6/8/2010 3:51:08 AM
From: John Pitera3 Recommendations  Read Replies (1) of 33421
 
Hi Jon,

I want to thank you for being the very consistent advocate of the deflationary implications of our Macro Econ set up the past 5 or 7 years.

As I have been reviewing posts from 2005 onward, I again and again need to give you Kudos for keeping in focus the deflationary contracting forces that have continued to transpire over the past 5 to 10 years.

I recall us talking ( I believe on the telephone) regarding your focus on trading the yield curve and credit instruments. And I feel very strongly that you have had one of the strongest most cogent themes of how deflationary forces expand and form exponentially stronger and stronger negative "multiplier" effects to the balance sheets of the 3 sectors of any nation's economy. Public (Govt Debt), Private (individual) and Corporate.

again many thanks for providing guidance and insight.

John
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext