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


To: mishedlo who wrote (75300)12/11/2006 2:28:56 PM
From: Mike Johnston  Respond to of 110194
 
Thanks, i will read it later.

This is really a very important subject, because being right or wrong regarding deflation/hyperinflation will determine which side of electric fence we'll all end up on in the future (see my comment about Brazil )

Just kidding!



To: mishedlo who wrote (75300)12/30/2006 5:40:58 PM
From: NOW  Read Replies (1) | Respond to of 110194
 
sorry to see Billmon gone; quite a blog that was



To: mishedlo who wrote (75300)12/30/2006 10:05:15 PM
From: GST  Read Replies (2) | Respond to of 110194
 
A credit contraction will send inflation higher -- that is what makes your "analysis" so off base. You do you best to indicate that a credit contraction is coming, and then you assume that a credit contraction is deflation -- more so because you define deflation to be a credit contraction which it is not.