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

To: UncleBigs who wrote (48135)	12/24/2005 4:11:24 PM
From: John Vosilla	Respond to of 110194

"I think a portfolio positioned for perpetual inflation at this point in time will have disastrous results for the next 2 years." I agree with that statement. Biggest bust in the next two years should be those that were the perceived inflation hedges during easy monetary and lax lending in this last cycle. One point that I disagree with the deflation guys on is that we have very low interest rates on the long end at the same time housing cracks. You must have a complete collapse in our financial institutions with very tight credit conditions for that to every happen..