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

To: mishedlo who wrote (96952)	4/23/2009 1:04:46 PM
From: SouthFloridaGuy	2 Recommendations Read Replies (2) \| Respond to of 116555

Mish, at what point is this priced in? The recession can't last forever. Eventually producers wise-up...we're already seeing inventory being slashed and production sitting idle while demand has stabilized. At some point, some type of economic activity will have to occur simply to supply demand - even if it has a lower equilibrium - and the industrial production prints, PMI's, etc. will get people bullish. I'm not saying the government's actions are good or that Bernanke isn't sowing a greater problem for the future or even that the effects of stimulus will last more than 12-18 months. But in the here and now, it appears that the reflation trade has taken hold and the money will be made in Emerging Markets and commodities, IMO.