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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 (61615)5/22/2006 12:20:46 PM
From: UncleBigs  Read Replies (1) | Respond to of 110194
 
John, pass through inflation is lagging inflation.

The housing bubble burst is just getting started.

To conclude that we're some sort of permanent boom state is a huge mistake in my opinion.

A huge deflationary scare is coming over the next year. I'm not saying we get a deflationary spiral, but I think inflation assets get smashed.