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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 (75811)12/16/2006 12:29:03 PM
From: GST  Read Replies (2) | Respond to of 110194
 
John: He has it just about right I would say. The continued expansion of US money supply has allowed us to import disinflation, holding overall US inflation at low levels. A slowdown in the US economy will do the opposite -- it will withdraw the disinflation impact that has been holding inflation in check in the US. The dollar is the ultimate bubble. Slower US growth means higher prices.



To: John Vosilla who wrote (75811)12/16/2006 2:33:30 PM
From: mishedlo  Read Replies (1) | Respond to of 110194
 
Duncan properly called for an echo bubble in housing that happened.

I do not know another person that called for that echo bubble in advance. He even offers a proposed solution to the deflation problem. I suggest you actually read the book so you know what you are talking about.

Mish


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