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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (1036)	10/21/2001 11:57:14 AM
From: Crimson Ghost	Read Replies (2) \| Respond to of 99280

I agree with you on the deflationary implications of global overcapacity. That also is Mauldin's position. But I do expect inflation to pick up quite rapidly once the economy turns given all the liquidity out there. Inflationary pressures will be further heightened by a wave of mergers, acquisitions, and capacity reductions that will greatly increase the pricing power of business in the next upturn. This will impact gold, the dollar, and interest rates. Would not be surprised to see the 30-year bond yield back to 7% by the end of 2002.