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

To: Crimson Ghost who wrote (3898)12/26/2003 9:52:51 AM
From: mishedlo  Respond to of 110194
 
You do not buy Joan's theories?
They are slightly different than my analysis and although I touched on all that debt, she laid out a compelling case based on debt alone IMO.

That debt simply has to be wiped out and it will, and it is extremely unlikely to be wiped out by inflation.

M



To: Crimson Ghost who wrote (3898)12/26/2003 10:01:09 AM
From: mishedlo  Read Replies (1) | Respond to of 110194
 
The big question is -- how much longer can this last?

Possibly a lot longer than anyone here thinks but me.

Treasuries Rally, McTeer Sees Rate Stable
biz.yahoo.com

Eurodollar contracts looking to break out higher.
Wasn't McTeer one of the hawks a few months back?

Mish



To: Crimson Ghost who wrote (3898)12/26/2003 10:07:26 AM
From: Joan Osland Graffius  Read Replies (1) | Respond to of 110194
 
Fillmore,

What is your definition of inflation?


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