SI
SI
discoversearch

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 (11980)4/15/2004 10:43:40 AM
From: philv  Read Replies (1) | Respond to of 110194
 
Here is a short piece all about freight rates, commodities, interest rates etc.

thestreet.com

Some astounding charts to focus the mind, however this has all been discussed here before.



To: russwinter who wrote (11980)4/15/2004 10:44:45 AM
From: Crimson Ghost  Read Replies (1) | Respond to of 110194
 
Thanks for posting that Andy Xie article!



To: russwinter who wrote (11980)4/15/2004 11:07:49 AM
From: mishedlo  Respond to of 110194
 
Debt Deflation May Not Be Far Away



To: russwinter who wrote (11980)4/15/2004 11:10:03 AM
From: mishedlo  Read Replies (2) | Respond to of 110194
 
Today’s inflation is based on borrowed money that supports consumption in the US and investment in China via its impact on commodity prices. This situation cannot last because labor surplus kills inflation expectations.
===========================================================
Andy's best article ever
debt deflation coming your way soon
a mere .25 hike could trigger it

Message 20026786


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News