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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (13124)10/8/2004 10:36:21 AM
From: Wyätt Gwyön  Read Replies (2) | Respond to of 116555
 
i am familiar with all these arguments, although your i-disagree-100% "argument" is not among the more convincing of them.

what it comes down to is that the position of the long-bond holder must be that the value of USD is indestructable in the face of ever-declining yields/ever-rising trade & fiscal deficits/ever-expanding debt mountains, and that the compassion of foreign CBs for US toilet paper is infinite. just look at the bitchslapping USD is taking today and that argument is turned on its head. if you believe that, good luck.



To: mishedlo who wrote (13124)10/8/2004 11:19:56 AM
From: Bid Buster  Respond to of 116555
 
Wow, your still beating the deflationary drum?..We had this debate last year on the CFZ and look what the trend has brought, I think your latest argument of rising commodity prices not getting passed on is full of holes if you'd take the time to look at rising costs of manufactured goods.


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