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Strategies & Market Trends : Roger's 1997 Short Picks
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To: Bearded One who wrote (8092)12/10/1997 7:10:00 PM
From: hasbeen101  Read Replies (1) of 9285
 
Inflation does not cancel out Deflation!!

I agree that the price of services (and labor) is growing higher than the price of goods. But firstly lots of tech stocks sell plenty of services, and secondly markets like software are as far away from commodity markets as you can get.

Let's be clear on this: if we're simulataneously fearful of inflation and deflation, doesn't it just mean that prices are rising faster in some areas of the economy than others? This is not the bone-crunching OPEC oil crisis of the seventies, nor the policy-induced economic contraction of the thirties.

I am not strongly bullish on US equities in general, but on the other hand I'm not bearish either. There is moderate overvaluation but wonderful fundamentals. I think shorting can be targeted at overvalued stocks, but I wouldn't expect much help from the overall market.

I just find it very hard to grasp when this thread seems frantic about inflation and deflation at the same time. It just seems like a very weak argument to me.
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