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: el_gaviero who wrote (50409)1/20/2006 12:44:11 PM
From: J_Locke  Respond to of 110194
 
Yes, hard assets figure to outperform. Globalization has fooled the central banks into believing that they can allow unlimited credit growth without igniting inflation. The resulting monetary overhang must ultimately feed into commodity inflation, even if it doesn't spill over into inflation in the tradeable goods sector.