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

To: John Vosilla who wrote (30413)4/12/2005 11:13:31 AM
From: mishedlo  Read Replies (1) | Respond to of 110194
 
I do not think there is any question about that at all.
Rather I don't think there SHOULD be any disagreement about that at all.

The fact that everyone is still worried about inflation improves the odds of it happening immensely. To me the only questions are

1) When it starts
2) How long it takes to unwind (a big crash or a slow Japanese torture) I expect the latter but either is possible

Mish


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