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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?


To: pezz who wrote (4029)5/31/2001 12:30:49 PM
From: TobagoJack  Read Replies (3) | Respond to of 74559
 
Hi Pezz,

<<Not any reason for an economic collapse>>

I do not see an economic collapse either, just a financially unhealthy event for my money if it was fully allocated to equity.

<<I beg to differ. Bond yield curve say "expect recovery">>

Well, if that is what bond yield are saying, then it is just as wrong as the equity market.

<<Strong dollar , productivity and slow economy say "expect no inflation">>

These were all functions of each other, in a virtuous circle, to borrow a phrase, and when it becomes clear that the circle is / may be broken, we will ...

<<...The dollars demise has been predicted on this thread often but...>>

what ... we are only waiting.

<< why the lowering of FED will help, at all ... It has helped in the past has it not?>>

Do not live in the past. Look forward. Look Japan. Look and see that 250 basis points later, still nothing.

<<Inflation is measured as domestic price increases relative to past domestic prices.Energy is a cost component in everything. If it gets outa hand it could do more to increase inflation than anything AG will do....It is the wild card that scares me.>>

Oil going up in price would be a one time event. AG generated inflation, if successful, will be a circularity that would be difficult to gain control over without hurt.

<<BTW I continue to refuse to repent>>

I know, and thus the conversation.

Chugs, Jay