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Strategies & Market Trends : Waiting for the big Kahuna
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To: LTK007 who wrote (15333)3/28/1998 12:22:00 AM
From: Bonnie Bear  Read Replies (2) of 94695
 
IF they could time it so that a mass dumping of US bonds by the Japanese is synched with a mass rush to bonds by disillusioned US investors seeking a flight to quality, it would be a wonderful thing for Mr G, who really doesn't want to mess with interest rates.;-)
The whole scene is just too conveniently timed. I'm suspicious.
I'm down in the microcap trenches- the valuations are still very reasonable, I can find stocks at book value. If this were really the end I would expect the microcaps to be bid up, but it hasn't happened.
The scary part is that we could end up in the same boat as Asia, with raging interest rates and devalued currency, property price collapse in the urban areas, and mass increase in unemployment.
It just doesn't look like deflation to me. It looks like hyperinflation and the potential for currency crisis.
Chapter 9-8 in my macroecon book is titled" Recession as a cure for inflation". I think I'll go study up!
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