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

To: SouthFloridaGuy who wrote (75349)	2/27/2008 8:03:49 PM
From: roguedolphin	Read Replies (2) \| Respond to of 116555

<<<"The bond market is not stupid and it's certainly smarter than anybody on this board - including you and me. Rather than fighting the trend, I'd rather listen to it.">>> Is it really smarter(?)....or just a rigged and crooked game like any of the numerous government scandals of recent??? Looks like there are no real buyers of US government debt to me to soak up all that supply. I have to wonder by "market action"(??) if the US debt isn't being "monetized" here.... ....in others words print US$$ to allow an entity to "buy" US debt. Desperate measures for desperate men???

To: SouthFloridaGuy who wrote (75349)	2/27/2008 8:14:26 PM
From: stockfiend	Read Replies (2) \| Respond to of 116555

How can memories be so short? Does anybody not remember the 'criticism' of Volcker in the early 1980's when he started increasing rates amidst a recessed economy? If not, I suggest you do a Google search of pundits screaming about recession and job losses. Like him or hate him, he was right because in the late 1980's and 1990's inflation expectations came crashing down. In 2002 we were discussing 'deflation'. The SAME thing will happen this time as well except this time the discussion will last a helluva lot longer. Probably starts in earnest within the next 6-12 months with inflation expectations spiraling out of control, along with commodities prices and global growth. Outside the stock market, the greatest short right now is deflation expectations. The bond market is not stupid and it's certainly smarter than anybody on this board - including you and me. The bond investors are smart enough to get in front of standing treasury buy orders from countries frantically trying to recycle their imported dollars to ward of dollar-pegged domestic inflation. Rather than fighting the trend, I'd rather listen to it. For all the commodities bubble blowers, the future always seems clearest at the end.

To: SouthFloridaGuy who wrote (75349)	2/28/2008 7:04:04 AM
From: Real Man	Read Replies (1) \| Respond to of 116555

I remember. I also remember HUI and gold in 2001, cause I was invested in those. What did gold do this year when Ben started the cutting rampage driving real rates below zero? See the Greenie gap in 2002? Yahoo! Ouch!