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


To: ild who wrote (17399)8/8/2004 4:15:47 PM
From: russwinter  Read Replies (3) | Respond to of 110194
 
Outstanding article in Barron's by Robert Marks, essentially presenting the "Doug Noland" view of how too much credit, and not too much money fuels inflation. Chart shows that over the last three years there is far too much credit relative to GDP growth. Hopefully someone can post it?