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

To: yard_man who wrote (8005)	2/13/2004 11:07:25 AM
From: Crimson Ghost	Read Replies (1) \| Respond to of 110194

BCA directly contradicts you. They argue that firms are successfully passing through rising costs for energy and other inputs.

To: yard_man who wrote (8005)	2/13/2004 11:08:48 AM
From: russwinter	Read Replies (3) \| Respond to of 110194

<This will be exacerbated all the more by falling asset prices.> And I have never really differed on this. The sequence you guys have on this is wrong though. There will be no significant falling asset prices until the easy money finance chain is broken, and it's the inflationary train wreck that will do just that, not just falling on it's own weight. And if the BOJ still continues to fund inflation by buying US debt at these yields, then the inflation will just rage worse and worse. There is no way you'll want to be long notes, EDs and bonds during the train wreck that is now unfolding.