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

To: westpacific who wrote (89813)	12/22/2007 1:13:35 PM
From: GST	Read Replies (5) \| Respond to of 110194

I have not read the article yet, but I do want to add a comment to your post. We are in the midst of seeing a billion more people, above and beyond the current number, who are just on the edge of becoming "consumers" living in urban settings with lifestyles unknown and impossible to people living on the farm. It is not only about money supply -- to view it that way is to listen for the sound of one hand clapping. The other hand is the voracious consumption of everything by mankind as you increase the global pool of consumers by 50% over a relatively short period of time. Money supply is growing to accommodate this -- is it too much money supply? Or is it too much demand from those hundreds of millions of people pouring into cities worldwide and becoming "consumers". You must never forget the demand side or you become the hostage of the one hand clapping point of view -- a point of view that makes people contort reality to conform to their viewpoint. We are staring in the face of stagflation -- I buy that and have said so for some time now. But we at the same time need to understand that demand for goods and services is soaring worldwide -- the idea that demand is on the verge of collapsing, and many on these threads have tried to argue, is laughable. Look at money supply - but don't look only at money supply.