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.

Politics : Don't Blame Me, I Voted For Kerry -- Ignore unavailable to you. Want to Upgrade?

To: ChinuSFO who wrote (3391)	2/20/2004 6:15:45 PM
From: CalculatedRisk	Read Replies (1) \| Respond to of 81568

Chinu, there are a couple of threads on this topic; I've been following mish's: Subject 54696 I'm not familiar with Mauldin, but his comments are right on the money. If you want to get an understanding on what the Fed is thinking, this Fed research paper from June 2002 says it all "Preventing Deflation: Lessons From Japan's Experience in the 1990s" federalreserve.gov There is no way the Fed will change monetary policy in the near term, unless they cut rates or intervene in the 10 year (to lower the 10 year!). Mauldin is correct: We will not see an inverted yield curve before the next recession. Therefore, most of America will be blindsided when the recession occurs. One thing that Mauldin doesn't mention is that the Bush fiscal policies are almost exactly wrong. Very interesting subject - thanks for the post!