Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: TimbaBear who wrote (50581)	1/21/2006 2:06:13 AM
From: glenn_a	Respond to of 110194

Timba. (smile) Yes, well these issues can certainly be abstract and complex. I really appreciated your comment "I have many questions and few of those answers (if any) but I will not simply ignore the outside influences because they don't fit my modeling". I think it is so important to appreciate that we all filter our perceptions around models, and that, being human, the assumptions we make in creating our models are always incomplete or subject to being proven incorrect if the "facts" prove otherwise. I found your assumptions clearly stated, your conjecture of an "open" system where the value of the US$ (and hence deflationary/inflationary impacts) being significantly at the mercy of holders of US$ claims well-considered (though the US monetary authorities could potentially reneg on those claims), and your mind open to alternate points of view. So, if I haven't ballooned your head to twice its normal size (smile), I would say yes, your questions and considerations made a good deal of sense. Best wishes, Glenn