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

To: russwinter who wrote (3685)	12/20/2003 7:51:42 PM
From: eddieww	Read Replies (1) \| Respond to of 110194

"then how do you trade it?" Seems to me that the entire discussion here assumes that there will be a considerable correction of current monetary and economic trends. My first question is: Can the world's CBs print us to prosperity? Can household debt, currently some 110% of disposable income, simply continue to increase to 210%, then 310%? Can total US indebtedness increase from 35 trillion to 65 trillion to 100 trillion? If one agrees with the assumption that a painful correction is inevitable, then one must come to a decision whether it's form will be inflationary/stagflationary or deflationary. Once having concluded the form of the correction, very different asset classes recommend themselves, don't they? In any case timing will also be an issue, as will head-fakes. This is a fantastic board producing great opinions and data. Thanks to all!