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 : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Louis V. Lambrecht who wrote (6729)	9/5/2002 8:21:51 AM
From: macavity	Read Replies (1) \| Respond to of 33421

CRB resistance. Yup! you are right. I think the inflation deflation argument is a mixed one. Certain assets, products, and services will inflate - basically anything that was in a bear market and has had industry consolidation over the past 10 years, everything that has been financed by the easy credit regime will deflate - stocks, real estate etc. We will have to pick our long-term investments wisely. I am actually in the multiple-dip deflation adjusted deflation camp for the next 10 years. Couple of new bond ETFs - very new, I have no idea on the volume liquidity: SHY/IEF/LQD. If this bubble moves to bonds, then these could be a way to play it. -macavity