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

To: mishedlo who wrote (75055)	2/21/2008 8:27:09 PM
From: Bill on the Hill	Read Replies (4) \| Respond to of 116555

Meredith Whitney is calling for further cuts in Citigroup dividends and a 15% to 50% drop in financials...... cnbc.com ***** edit ****** (while i typed this CNBC pulled the video and the above link quit working)( Maria sat with a stunned expression on her face at the end of the video. I hope someone captured it.) Here is a Reuters release an hour ago: reuters.com CASH is king. We moved my sister and ex into 4 week treasuries about 3 weeks ago. It is not about the interest at this point for me. It is about the preservation of capital. I guess we are part of that M2 report? And that money has nothing to do with inflation but protection from deflation. Thanks Mish. Silver follows soon. Into cash. Bill

To: mishedlo who wrote (75055)	2/22/2008 6:20:46 AM
From: Mike Johnston	Respond to of 116555

It is smart because equities are going to get smashed .... Equities have already been smashed. Since 2000 peak, stock market has lost roughly half it's value in real terms. Of course it does not mean that it won't lose another 50%. In fact , I believe it will, but not necessarily in nominal terms. It never occurs to people like you that perhaps everything that was correlated on the way up for 7 years correlates on the way down for 3-5 years and cash is a good place to be while it happens Holders of cash have been decimated, what is going to change ? So are you predicting that money supply will go down ? But go ahead and buy wheat futures here if you think they are a great deal. Commodities are not in a bubble. Rising prices are a reflection of very high inflation and policies that put us on the road to socialism and even higher inflation.

To: mishedlo who wrote (75055)	2/22/2008 6:27:12 AM
From: SouthFloridaGuy	Read Replies (1) \| Respond to of 116555

Mish, I couldn't agree more re: equities and risky credit (still). I have no idea how people can make the argument that equity prices will rise when equities are HIGHLY correlated to corporate profits growth which are being decimated in both real AND nominal terms. No different than 1990 or 2001 EXCEPT for the fact that corporate profit margins are WAY, WAY more elevated today than in the past AND the fact that the Fed has been thus far unable to re-engineer growth a la 1999-2000 to stall the collapse. Where's the monetary inflation???

To: mishedlo who wrote (75055)	2/22/2008 7:53:59 AM
From: DebtBomb	Read Replies (2) \| Respond to of 116555

Major deflation will hit, starting later this year, and really get traction in 2009, IMO. They are now dropping real estate taxes based on lower assessments in Va.. Food inflation = bush ethanol scam, IMO. Boone pickens will even tell you, ethanol is basically a scam. But, it's driving grain prices through the roof right now. Bernanke is trying to create inflation by chopping rates, he'll be out of bullets soon. Tick, tock, tick, tock, it's coming.