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

To: mishedlo who wrote (27679)	3/3/2005 12:06:22 AM
From: John Vosilla	Read Replies (2) \| Respond to of 110194

You are both right. We are in a rolling stagflationary depression. Coastal housing will collapse, banks will absorb considerable pain, much excess consumer and mortgage debt will be cleansed, the resource based midwest will rise again and inflation and interest rates will have an upward bias similar to the 70's in the next decade.

To: mishedlo who wrote (27679)	3/3/2005 9:23:45 AM
From: russwinter	Respond to of 110194

<what you suggest is indeed preposterous> Perhaps EZ Al would avoid (debatable) a Weimarizing, but what about Ben "Helicoptor" Bernake, idorfman.com the Bush administration new economic hack, shill, and canard, should he take over as chairman of the FOMC? I believe this Alder item from WSE is still in the public domain? wallstreetexaminer.com Take a look at his "Fed liquid asset" chart, showing a 15% growth track through most of 04. They've appeared to have backed off post- Dec 8th, but that wasn't hyperinflationary? I think those injections are why you are seeing a renewed breakout in commodities, and many other items (INFLATION). He also says: Over the last 4 years there is an apparent long term channel with an annual growth rate of 7.5%. In the past 10 months the Fed stayed in a 15% annualized growth channel. This was hyperinflationary monetary policy at its best, but the Fed was pumping against the tide. Broad money measures and the Mortgage Liquidity Index showed little sign of responding to the pumping. The fact that the housing Bubble may no longer be absorbing the inflation (??), just means it's been redirected elsewhere, and you know where I think that is? Sort of looks like the Ministry of Propaganda is back in force too, managing expectations, and putting forth the Goldilocks economy nonsense. The cognoscenti seem determined to listen too. So much for Fleckenstein's (and my) shorting Allan Greenspan theory.