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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 454.39+6.4%4:00 PM EST
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To: bart13 who wrote (109488)1/4/2015 5:52:55 PM
From: THE ANT1 Recommendation

Recommended By
3bar

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I say debt/gdp as the Fed claimed it could not spot an asset bubble. This may be so, but if debt/GDP for 100 years averaged under 150% and was approaching 400% wouldn't it make sense there was an asset bubble?The worse thing is that when debt/gdp goes back to normal, assets must give up their gains. Only if there was a new paradigm could those assets stay elevated. I look at the Lehman event as a sudden realization that there was no paradigm shift. I for one did not think the Fed could keep debt/gdp in the 350-400% range. It has, but I think real rates will soon rise with deflation causing liquidation of this debt. That is why I think we may need some increase in deficit spending to keep inflation from going below 0.We should have allowed a collapse 10 years ago so loses could have gone to the wealthy and not socialized them. By not doing this we are having to distort the real economy and this carries risks
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