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: THE ANT who wrote (27104)2/24/2005 8:11:10 AM
From: yard_man  Respond to of 110194
 
thanks, I'm feeling a bit more cheery now ... ughh.



To: THE ANT who wrote (27104)2/26/2005 3:09:29 AM
From: Jim Willie CB  Respond to of 110194
 
I concur on bricks and neg real rates
what a shitty economic built atop a debt foundation !!!
oh yes, with debt-backed currency coursing through ruined veins

in my analysis, the negative real rate signal has misunderstood impact
it does not mean gold will rise sharply
it means EITHER price inflation is coming
..... OR massive overinvestment in factories is coming

we got Asian factory over-expansion in spaaaaaaaades
they will export deflation to the USA
as in low-priced Asian imports, lost pricing power, job outsourcing, poor wages, job layoffs
until they break down into Asian Meltdown, part II

there are so many curve balls out there
that the fast ball is becoming extinct
/ jim