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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (33230)10/3/1998 12:59:00 AM
From: Seaworthy Lyric  Read Replies (1) of 132070
 
Michael,

A great thread...I will stop my compliments at that....we need you humble and astute...The inflation of the Ego was after all one of the major factors contributing to the LTCM fiasco.

A couple questions:

1. It seems to me that the recent rise in the bonds is not so much by design or choice but rather by default. The huge amounts of investment capital that are flooding the markets have to be parked someplace. It does not seem to be going to Asia; and less and less of it is willing to support the stock market bubble. We might therefore have a new bubble in the making and this one might not burst until an alternative emerges....euro ?, china ?, commodities ? What are your thoughts on this... and what triggers would you be monitoring for an interest rate reversal.

2. I looked at NEM when you mentioned it a month ago and bought some. It has been quite a ride thx. Anyway, to make a short story long...all of this got me thinking about the commodities market, how it has been depressed for so long, and how that factor is directly responsible for the lack of inflation in the west and also contributes to the emerging market disaster. With capitulation of free markets and the raising of controls all over the world is it not possible, that in the case of Russia, for example, we are only a few steps away from the determination of commodity prices from the supply and not the demand side....Your thoughts would be greatly appreciated.

Thanks again...

Jerry
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