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 : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 368.29+0.6%Nov 7 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: ggersh who wrote (157770)5/12/2020 1:35:49 PM
From: TobagoJack  Read Replies (1) of 217591
 
Found in in-tray

On May 12, 2020, at 6:50 PM, H wrote:

Business Day covers have an estimated 2 to 3 year lead time with respect to truly massive, generational trend changes (1979: "The Death of Equities").

Apart from the fact that an acceleration in consumer price inflation is easily the most contrarian position ever, there is have been a number of fundamental developments that make its resurgence a lot more likely than it used to be.

Relative prices governing the shape of the economy's production structure were already past a tipping point before the pandemic. This can be gleaned from the ratio of capital vs. consumer goods production, which has turned down sharply. This is not only a highly reliable coincident indicator of boom and bust, it also shows that relative prices are shifting, with consumer goods prices rising relative to capital goods prices. This will result in a shortening of the production structure, making it less efficient. There will be growing upward pressure on the prices of consumer goods people really need and want, but of which not enough is being produced due to years of malinvestment induced by central-bank policies. Needless to say, this particular problem has just become a whole lot worse.



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

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News