Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: GST who wrote (92985)	3/31/2008 5:01:44 PM
From: John Vosilla	Read Replies (1) \| Respond to of 110194

This crisis doesn't seem much worse (but it certainly is different) than the other three comparable to it in the past 35 years and no doubt coming out of this your dollar will be buying much less of everything in another decade. Yes even housing and wages will go up dramatically for the stagflation or hyperinflation thesis to really work.. It is just that even when nominal GDP grows over 10-15% it will still feel like a recession for most not protected with control of the right assets as costs of basic necessities go up more than wages.. So far the deflation thesis is holding up with regards to the housing crash and long term treasuries here in the states.. Of course those two can easily be explained away for now due to misallocation of capital in our juiced up 'ownership society' and back end monetezation but not over the longer term<g>..