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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Real Man who wrote (67532)	11/21/2003 7:12:00 PM
From: mishedlo	Read Replies (1) \| Respond to of 94695

Wallmart to compete with Dell? techweb.com BTW - If this is not already obvious it is deflationary No matter how much money they print finished goods are coming down. We created an asset bubble in housing but what happens when that rug is pulled? M

To: Real Man who wrote (67532)	11/22/2003 11:23:47 AM
From: mishedlo	Read Replies (1) \| Respond to of 94695

gold-eagle.com

To: Real Man who wrote (67532)	11/22/2003 11:35:57 AM
From: mishedlo	Read Replies (1) \| Respond to of 94695

The Fed can keep rates low and print the way they want, but that will only result in no hyperinflation as long as there is someone actually soaking up every dollar they print That will only result in hyperinflation if people have jobs paying them enough to spend. No jobs, no money. Do you see ANY shift towards higher wages? People can not forever keep spending what they do not have. IMO, You are locked into one small aspect of the bigger picture that completely overlooks huge deflationary pressures of jobs, pricing power, and overcapacity. 13 rates cuts did not produce hyperinflation for christ's sake. IF enormous BIG IF, jobs and wages actually pick up then you get into an inflationary scenario. Unless and until that happens the deflationary wind is extremely powerful. You mis-equate rising commodities as proof of your hyper-inflation scenario when all it really proves is very strong demand in China for commodities. Nothing more, nothing less. Japan did not produce inflation in spite of mammoth printing, 0% interest rates AND an attempt to devalue their currency. Hmm is that what we are trying to do (in a slow and steady fashion?). Well it is failing so poorly that we now are risking smoot hawley type trade restrictions. Why can't you see this? M