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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: SouthFloridaGuy who wrote (74978)	2/20/2008 7:11:32 PM
From: mishedlo	Read Replies (3) \| Respond to of 116555

I agree. Furthermore there was no selloff in treasuries today in spite of the CPI. Mish

To: SouthFloridaGuy who wrote (74978)	2/21/2008 8:15:26 AM
From: Real Man	Read Replies (1) \| Respond to of 116555

The effect of 125 bp. cuts. Hey, it's a bearish season for oil. It's going to 200 this Summer -g- And.... da Fed may cut 50 more in March, despite all this, although the probability of that has been decreasing lately Not much surprise here The dollar will get SOLD big time soon.

To: SouthFloridaGuy who wrote (74978)	2/21/2008 11:11:18 AM
From: stockfiend	Read Replies (2) \| Respond to of 116555

It's in a government's self interest to create as much inflation as possible, meaning as much as the populace and investors will accept. Betting against this interest is foolhardy. The U.S. government is much more adept at inflation creation than other countries. In fact it's our #1 export. It's unpatriotic to believe otherwise.

To: SouthFloridaGuy who wrote (74978)	2/21/2008 4:26:22 PM
From: Mike Johnston	Read Replies (2) \| Respond to of 116555

The money supply is rising at $50 billion per week. Even lowly M2 went up by $33B in the last reporting week. So where is the deflation that everybody is calling for ? Where ? IMO the odds of money supply ever going down in a big way are 0. Should I get excited about about a lowly $5 billion bank or SIV loss here or there, while total money supply is out of control ? I am not excited. Can anybody show me any deflation after all this years ? - show me crude oil at $40/barrel - show me M2 money supply going down to 6 trillion or lower ( it is 7.6 right now ) - show me food prices at my local market going down to where they were 3 years ago - show me gold going down to $500 - show me nominal house prices going down 70-80% from the peak - show me a $200 billion corporate or bank loss - show me the dollar going back to parity with the euro - show me gasoline going back down to a buck - show me CPI at -6% ( which would equal -1% true inflation rate) - show me the Dow at 5,000 Good luck waiting !