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

To: stockfiend who wrote (75370)	2/28/2008 3:00:09 PM
From: Mike Johnston	Read Replies (1) \| Respond to of 116555

Deflation will arrive after the dollar loses most of its value and is replaced or denominated. For now, it looks like we are in the very early innings of hyperinflation. Bond "investors " ( sorry, meant to say "losers" ) and savers will lose most of their wealth. Only sharp and swift rate hikes ( most likely 4-5 emergency 100 bp hikes ) would save us from this horrific outcome.

To: stockfiend who wrote (75370)	2/28/2008 8:17:41 PM
From: SouthFloridaGuy	Read Replies (1) \| Respond to of 116555

<<That's like winning the Super Bowl three months after the opposing team has left the field. >> Your key word is "winner". The inflation rate is higher against currencies which the dollar is depreciating against. Once again, an argument that the inflationists cannot answer. Commodities are rising tremendously against ALL currencies, even E.M. countries, which many - including Peter Schiff - are so bullish on. I agree that EM longer-term is the place to be because decoupling is a real and necessary fact, but it won't happen this cycle.