The Financial Collapse of 2001 Unwinding Message Board

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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding

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To: John Vosilla who wrote (8049)	10/1/2021 8:15:52 PM
From: robert b furman	Read Replies (4) of 13803

Hi John, With all sovereign debt exploding, inflation best be transitory or there is a big ruh roh ahead. It is far better this social infrastructure gets neutered. It will only make the next recession much worse as far as deficits are concerned. Unless we get back to growth, we'll meet that collision. Higher taxes and fees = less after tax money to spend = a bigger head wind when rates impose greater expense if inflation is less than transitory. A possibility. Commodities have perhaps the best ability to index with inflation - I believe. Two words young man, Two words, fossil fuels. A big surprise based on common sense, not greenie hype. Gonna be expensive! Bob

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