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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (44690)2/5/1999 9:25:00 AM
From: Alias Shrugged  Read Replies (1) of 132070
 
>>>>I have my 10% cap app portfolio heavily in assets in case of inflation. But, it is only 10%, reflecting that I don't know whether we have an inflationary or deflationary depression ahead. I see evidence of both possibilities.>>>>

Mike, I think i see how the deflationary scenario would/could play out. But can you construct a scenario where inflation is the result of Alan's money printing AND the ultimate bursting of the stock bubble? If lowered demand in Asia smacked oil from $18 to $12, what happens when demand slows in S.America, US and Europe? Is it a horse race between weaker demand but an even weaker US dollar?

Thanks

Mike
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