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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: mishedlo who wrote (3208)12/11/2003 3:19:47 PM
From: russwinter  Read Replies (3) | Respond to of 110194
 
Once again, my debate (please actually read my comments, if you wish to debate this topic with me)is not especially about classic inflation versus deflation, or where we are along Comstock's curve, it's about a massive economic and financial maladjustment on a global scale. I am not especially an inflationist, but I sure can recognize runaway input prices (across a wide spectrum, not just "commodities")when I see it. We will see in a few months if Heinz is right about an input pullback here, but it sure won't happen because of excess supply.

Further, these interest rates, and regular low volume bond and stock flag pole rallies are not being driven by deflationary trends, they're being manipulated, spun, and intervened with by certain rogue central banks: specifically the BOJ, Beijing, and the US Fed, and maybe a few Asian hangers on. If you wish to trade it, based on the latest sham (October's Fed minutes, for example), LOL.