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

To: mishedlo who wrote (78357)	4/26/2008 4:19:22 AM
From: westpacific	Read Replies (1) \| Respond to of 116555

Are we all wrong? This is the best thought I have read this year and I agree with this thinking in general. Could it be that the rest of the world, BRIC, Europe change the bigger picture beyond what we are thinking. Now, I watch my charts, shut out all the hype and trade what I see - tons of money being made in the right stocks! So many charts with just major bullish setups, Summation Index went full blown bullish this week, Put/Call bullish...... As for inflation, watch your chart, my chart has gone from a high of 0.18 in March to a 0.147 yesterday - which is DEFLATION. Will this chart turn back up, I watch, or will it continue down, I watch - if it does turn down, this will be good for stocks. We have seen 300% inflation via this index since 2002, could the FED now be ready to create a little deflation? The US market offers the opportunity to trade great companies located anywhere in the world.......expand your thinking. If only we as humans spent more of our energy thinking, solving and doing our part - the world would cure all its ills. Me, no longer interested in this fight of inflation/deflation, dollar death, end of America due to deficit...etc - spending all my time seeking out the quality stories, charting and investing. Seatching the companies solving our problems! Good weekend all, see you around time to time, but much, much less. West ----- That thought, this is poetic in its thinking! The Reuters/University of Michigan Surveys of Consumers said its final index of confidence for April fell deeper into recessionary territory, to 62.6 from 69.5 in March and below economists' median expectation of 63.2 in a Reuters poll. The April result is the lowest since March 1982's 62.0, when the "stagflationary" period of low growth and high inflation was still an issue for many Americans. "More consumers reported that their personal financial situation had worsened than any time since 1982 due to high fuel and food prices as well as shrinking income gains and widespread reports of declines in home values," the survey said. "Never before in the long history of the surveys have so many consumers reported hearing news of unfavorable economic development as in the April survey." From a great trader and thinker, Dr. Stoxx befriendthetrend.com And then watch this and tell me what you see. ngm.nationalgeographic.com

To: mishedlo who wrote (78357)	4/26/2008 2:20:29 PM
From: Broken_Clock	Respond to of 116555

Yeah and we're not massively printing here? Tho it may be hard to tell for some since the fed has tried to shut the door of visibility, the dollar slide is a direct reflection of lowered interest rates and dollar dilution.

To: mishedlo who wrote (78357)	4/26/2008 2:34:48 PM
From: Broken_Clock	Read Replies (1) \| Respond to of 116555

But there is also bad news. The sharp slowdown in the US real economy will occur in the context of continued global inflationary pressures. As such, the Federal Reserve’s dual objectives – maintaining price stability and solid economic growth – will become increasingly inconsistent and difficult to reconcile. Indeed, if the Fed is again forced to carry the bulk of the burden of the US policy response, it will find itself in the unpleasant and undesirable situation of potentially undermining its inflation-fighting credibility in order to prevent an already bad situation from becoming even worse. ft.com