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

To: The Ox who wrote (90347)	1/10/2008 7:45:59 PM
From: GST	Read Replies (1) \| Respond to of 110194

Until relatively recently, if that, I don't think it has been obvious to many that inflation is soaring precisely because the US economy is slowing, and not in spite of it, or that the US can go into a tailspin while much of the world caries on its merry way -- China is raising rates because they are simply growing too fast for their own good. I acted on my observations over the past year and got mostly out of the dollar and into other currencies as well as buying a major position (major for me at about 40% of my assets) in gold stocks because of how I see things. And I have written about them here because I think that the credit and bond bubble have been central to the problems that are slowing our economy while driving up prices. I see here and in other places a variety of views and data -- mostly pointing to a slowing economy -- which is fine and helpful. My take has been different -- slowing breeds inflation and decoupling. In all that time I do not recall you adding anything to the conversation. If you don't want to hear what I have to say, by all means ignore it.