Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: stockman_scott who wrote (48866)	3/21/2002 11:46:42 AM
From: Jim Willie CB	Read Replies (3) \| Respond to of 65232

let's see how confidence holds up when inflation arrives starting with energy and food then generally 2001 saw a 20% increase in US Money Supply that is working its way into price structures very likely to see Fed raise rates with uptick in inflation comes higher 10-yr rates then higher mortgage rates all bringing a tougher climate on stock valuation models personally, I am a strong believer in the quick recovery theory which turns to a mild debt-laden stall, which brings up stagflation (stagnating growth with inflation, just like 1980's) / jim