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

To: GST who wrote (75388)	12/13/2006 2:25:34 AM
From: bart13	Read Replies (1) \| Respond to of 110194

Again, I find no huge significant areas on which to disagree except perhaps on the areas where you & Mish keep going on, and I won't get into that. I ask you also to please stop interjecting those points and partial Mish attacks into this discussion, and stay on the subject. Maybe a dozen or so messages ago, I asked you how inflation comes about and you gave a partial answer. For the last 2-3 or so though, you have not continued that answer. This was from my post previous to yours: Anyhow to your points above, I'm assuming you're addressing the how "international trade related imbalances" creates inflation area. I don't at all disagree that Asia and others are doing much of that financing and that the dollar value is very key... but the money they send us has to come from somewhere. Obviously some comes via the payments the US makes for those goods... and here I jam up again in trying to understand your full view. I can't go with the extremely broad "excess money creation" area since you don't seem to buy it, so the best I can do is ask you to please continue the logic train. and you didn't address it. Or perhaps that vague reference to a n inevitable falling dollar value was part of your answer? If you don't this time, I'll just assume that you either don't have a full answer, or prefer not to share it.