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: philv who wrote (19282)10/2/2004 7:21:28 AM
From: loantech  Respond to of 110194
 
An incredible paper machine! Shames Bernake!



To: philv who wrote (19282)10/2/2004 8:27:40 AM
From: TobagoJack  Respond to of 110194
 
<<Incredibly>> funny :0)



To: philv who wrote (19282)10/2/2004 9:05:31 AM
From: russwinter  Respond to of 110194
 
edit



To: philv who wrote (19282)10/2/2004 9:12:49 AM
From: russwinter  Read Replies (1) | Respond to of 110194
 
Inflation in Japan is already seriously out of the bag, these low interest deposits sitting around their banks are now being aggressively mobilized. I think the prime areas it's leaking to (NOW, not later) is in key commodities like oil, and metals. That's exactly what happens in Great Inflations (like Germany in the 1920's), they print, and print, nothing happens, then like a forest fire, boom.

Note chart 13
Message 20590903
from the Kasreil presentation (will be available in the lab tools section of thread header) on Japanese M3 money supply. It's surged from the 0-1% range in 2003, and 1Q, 2004, and has now spiked to 4% in 2Q-3Q. That's inflationary.