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

To: Umunhum who wrote (39740)	8/25/2005 2:24:12 PM
From: mishedlo	Read Replies (1) \| Respond to of 110194

I am not assuming anything. I am flat out saying that a rise in oil prices is inflationary. And to think otherwise is absolutely absurd! You are entitled to your opinion. Just do not expect the bond market to agree with it. In the end, that is what matters. Which btw I seem to see treasury rates falling as oil is setting new highs. Do you see that or not? As for... You seem to assume that everyone's standard of living is going to remain constant. That is not what happens in an inflationary environment. I think the US standard of living drops. It will drop in a deflationary environment as the US savings rate is forced to go from zero to some positive number. A savings rate of zero and cash out refis have supported absurdly high standards of living. If you think SOLs will drop, so do I as spending will drop and saving will begin. Both of those are obviously deflationary. Mish