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Strategies & Market Trends : SiliconInvestor All Stars Forum -- Ignore unavailable to you. Want to Upgrade?

To: SouthFloridaGuy who wrote (832)	5/22/2007 1:31:45 PM
From: stockfiend	Read Replies (2) \| Respond to of 1718

To date the debt market has been insensitive to inflation. For inflation to kill the debt bubble either inflation must surge or the perception of existing inflation must change. Either way it requires some sort of inflection point. I can't think of one short of a crisis.

To: SouthFloridaGuy who wrote (832)	5/22/2007 10:35:36 PM
From: John Vosilla	Respond to of 1718

'No, the debt bubble will be killed by inflation. The stock market will be much higher before that happens though so enjoy the party while it lasts.' Exactly although the stock market performance in the major averages depends so much on long term rates remaining low.. Stock market should collapse like periods in the 70's that was primarily a rising rate stagflationary environment. No doubt debt debasement is the goal and it can still be achieved if nominal GDP and hard assets grow at high rates even if the stock market averages are rangebound IMHO. Hey I gotta go read the latest blog by Mish, Roubini or Tice so the pros can teach me something and maybe have my own blog too someday if I'm really good. Seems the long term shorts from last summer/fall that held strong must be about wiped out. Ironic many of the same eternal doom and gloomers laughing at the folks who participated in the housing bubble are now losing their shirt as well from the belief a debt cleansing consumer lead downward spiral would soon result from the bursting of the housing bubble.. It is time to continue buying cheap put options here IMHO. When everybody is in you want to be out. Win big lose small in the stock market casino. Whenever there is a loser somebody else wins. Everybody can't always win and in the end we are all dead anyway.. Will Mish ever fess up to being very wrong on his basic premise in our lifetime? Or you can never be totally proved wrong as long as you have chips to play and are thus still alive?