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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: rich evans who wrote (124028)	8/11/2010 5:33:38 PM
From: Skeeter Bug	Respond to of 132070

>>A slowdown in growth is not recession but a weak recovery.<< the problem is that excludes the critical context of terminal deficits and trillions in fed QE. you are basically arguing that a 2 income household that lost 20% of its income is "recovering" by running up its credit cards to cover the 20% decline in income. it sounds absurd because it is. see the first and third charts... market-ticker.org

To: rich evans who wrote (124028)	8/11/2010 7:47:51 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

I also don't get why I would buy Coke and P&G in a deflationary environment. Won't they lose pricing power? Yes, they will survive, but I want to make money, not lose less than other people. Of course, Grantham is in the relative performance game, so he has different motivations.