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: mishedlo who wrote (27435)2/28/2005 8:16:40 PM
From: Crimson Ghost  Read Replies (2) | Respond to of 110194
 
Again I disagree on deflation. A downturn in housing and a recession would trash the buck which would be anything but deflationary in a CPI sense.

We may see see a rerun of the Argentina crisis a few years, albeit not nearly as severe. Argentina experienced depression, surging inflation, and soaring interest rates at the same time because of a collapsing currency and capital flight.

I expect deflation in asset values (stocks, bonds, and real estate) but much more CPI inflation.



To: mishedlo who wrote (27435)2/28/2005 8:18:37 PM
From: Crimson Ghost  Read Replies (1) | Respond to of 110194
 
Yes that stock bounce kind of fell apart after my post.

Still stocks have held up well in the face of $52 oil.