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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 (88554)	11/6/2007 6:33:35 PM
From: bart13	Read Replies (1) \| Respond to of 110194

At the risk of getting back into slippery or semantic issues, we did very much have lower inflation in 2001-2 and more than a few prices did actually go down... and the US Big Mac was one. <g> We didn't have deflation though. Hard to say from your description what your time frame is but the coast looks pretty clear for at least 1-2 more months from here, and do take into account that due to my use of high leverage at times and also that my average trade length is 2 weeks or so, I'm much more sensitive to changes at the margin. In other words, inflation doesn't look headed down to me either in the foreseeable future... duh. <g>

To: GST who wrote (88554)	11/7/2007 2:21:33 AM
From: RJA_	Read Replies (1) \| Respond to of 110194

>>I own energy stocks, Canadian dollar deposits and an ample supply of gold stocks. I am positioned for inflation because I think it is rampant and getting worse. I expect a further slowing of the US economy and I expect that slowing to push the dollar lower and inflation higher. To me the Fed is like a lawyer with a crooked client -- nothing the lawyer is going to do is going to clean up the client and turn him into a model citizen -- all he can do is to try to keep the client out of jail any way he knows how. I have not seen a shred of evidence that deflation is even possible in this environment, much less imminent. I just picked up some NRP... Am on the lookout for good dividend paying energy stocks that do not have Canadian tax authorities ready to pounce in a couple of years... Suggestions welcome! RJA