SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?


To: sea_biscuit who wrote (17850)9/5/2001 10:25:23 PM
From: bobby beara  Read Replies (1) | Respond to of 52237
 
necks in debt, it might be in everyone's interests that inflation be high, so that they can repay their debts in inflated dollars in the years to come.>>>>

dipy, we have the very short term rates below the 98 lows, while the longer yields are way above the 98 lows, on the long end they don't seem to be thinking much of deflation as they did in 98, also you have a rising 200 dma on xau, first time in 4 years, hmmmm.



To: sea_biscuit who wrote (17850)9/5/2001 10:59:55 PM
From: Lee Lichterman III  Read Replies (1) | Respond to of 52237
 
There is good reason to think so but I have seen no signs of it thus far. Commodity prices haven't been climbing and I doubt we can start any guff with Iraq since the middle east is already a powder keg about to go off thus our hands are somewhat tied there. M3 has been dropping not rising so there are no signs of purposeful inflation yet.

I still don't think the economy is doing that bad.... yet. -ggg- Advance decline is rising for the first time in years, trannies are doing well, the R2K and MDY aren't doing that bad etc. As the big caps that were hoarded into by the Mo Mo crowd are being dumped, there is a lot of stealthy buying going on in other sectors.

Don't get me wrong, as I have said many times before, I still think most of the techs and Big Blue chips are grossly over valued, but I think there is a big market of buys out there now as long as you stay away from what the Funds were buying during the mania. BWDIK

Good Luck,

Lee



To: sea_biscuit who wrote (17850)9/5/2001 11:24:18 PM
From: Stephen  Respond to of 52237
 
Dipy, I agree completely. There are times when inflation is a lesser evil ... and imho, this is one of those times. I've lived through a few cycles, albeit in the UK. The fixation of keeping inflation low is real dumb in times like these. Unfortunately, there is a stigma attached to managing economies during inflationary times ... and it may well be that ego's will inhibit the policy/greater good. Like many, I forsaw today's problems a long time ago... and the only solutions I could think of then as good resolutions were inflationary growth or a significant war!. History has sometmes provided the latter at pivotal economic downturns ... so I hope I'm either wrong or inflation is around the corner ... !!

All imho of course ...

Regards

Stephen