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 : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Real Man who wrote (67672)	12/3/2003 8:16:22 AM
From: robert b furman	Read Replies (1) \| Respond to of 94695

I find it blinding by most that this deflation hasn't been properly understood. In 99 and 2000 Billions in digitization and internet embracement saved literally more Billions over the last 3 years. Add to that the importing of deflation from Japan and China.Its no wonder things are cheaper and deflation is a wonderful bi product of Mega-Trends that are irreversible. Low rates held down will create liquidity - which has a way of rising equities. Bonds are the next scary plains of desolution.The fed will jaw bone this hard and long.I'm not sure of the play after we get a strong equity run. Next years election run will be surprised by the sneaky/stealth reappearance of an equity Rally. The adv/decl lines are saying it all as institutional accumulation is being maximized with as little a clue as possible.Add to that a record short interest - most of which is facing denial and the new wealth will be felt in earnest by mid year 04. That prognostication and 2.00 will get you a cup of coffee.GG Notice the bear market in Coffee.Gold will go the same way.When commodities go up in price - supply will be the cold pail of water.We live in a virtual world of excess supply. Ride the cycles and don't be piggish -(that's the hard part). Good to exchange with you- we have different views and I appreciate that. Thanks Bob