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Strategies & Market Trends : The coming US dollar crisis -- Ignore unavailable to you. Want to Upgrade?

To: ggersh who wrote (43845)	12/29/2011 7:35:10 AM
From: Amelia Carhartt	Read Replies (2) \| Respond to of 71475

What are Treasuries doing? I'm not paying much attention.

To: ggersh who wrote (43845)	12/29/2011 2:09:15 PM
From: Real Man	1 Recommendation Read Replies (1) \| Respond to of 71475

Yes, SPOO is Bernank's world, and the resolution of this divergence can work the other way too: as LT rates rise sharply, so does SPOO. Call it residual QE or bottled inflation, and the Bernank sure wants his QE to wind up in stock prices. Bubliciously wonderful. The global Kondratieff winter of 1876-1896 was characterized by extremely slow economic growth over 2 decade time frame. There was no huge economic drop like in GD, just a painful long period. It was actually 6 years in the US, 20 years in Britain. There is no painless way out of Keynesian endpoint. We have very printatious CBs this time, so experimentation with competitive currency devaluation will continue. History showed this is hardly a way out of pain.