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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 (3917)12/27/2003 12:32:54 PM
From: russwinter  Respond to of 110194
 
BCA's 2004 outlook is out here.
bcaoutlook.com

You'll need to provide e mail, name, address to get it but it's well worth the read just for the charts and how they define the issues (the questions of Mr. X). The editor's answers are so complacent as to be bizarre, but I would still highly recommend.



To: Crimson Ghost who wrote (3917)12/27/2003 2:30:31 PM
From: ild  Read Replies (1) | Respond to of 110194
 
What do you think about missing wage inflation? CPI inflation is eventually becomes deflationary for paper assets if wage inflation is absent.


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