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

To: westpacific who wrote (62880)	6/6/2006 3:32:31 PM
From: Tommaso	Respond to of 110194

>>>Deflation of Real Estate and Stocks. Inflation of goods, like oil and food. But I do expect commodity stocks to crash with the overall market. Gonna be a nasty deal for most Americans. We will have both. And both are ugly.<<< FWIW and that's not much, that's the way I see it, too. I have about 25% of financial assets in bear funds, mostly the 200% leveraged RYVNX, and if that works the way it should, I ought to at least stay even and end up with a large amount of cash, maybe a 50-75% cash position before it is over. Am counting on income from Canadian energy to pad my bank account while this financial storm roars past over the next few years.

To: westpacific who wrote (62880)	6/6/2006 3:39:34 PM
From: GST	Read Replies (1) \| Respond to of 110194

I think the view that we will see both deflation and inflation is perhaps myopic. When the real tough sledding hits on the dollar, we will see all hell break loose and I think the prospects for serious dollar printing is very real to offset the cost and availability of foreign capital. If our debts are monetized then we will see inflation everywhere, including real estate. Real estate can move up and down and not matter that much. What matters is the larger debt picture which is ten times more important and larger than real estate.