debt-deflationary environment (1).
PRAGMATIC CAPITALISM Mon 2010-09-20 19:18 EDT
In this morning's report David Rosenberg cited the non-existent inflation trend in recent years. Rosenberg is of course very negative about the economy, but does provide some excellent thoughts on how to play the current...deflationary environment...
naked capitalism Mon 2009-12-28 14:50 EST
...regarding stimulus and the role of government in a debt-deflationary environment...does fiscal or monetary stimulus work?...the real debate about whether or not to try fiscal stimulus revolves around the role of government and its limitations. Ideologues on one side see government as a parasite which interferes with the free market. On the other side, ideologues see government as the only way out of a crisis of this magnitude. The key sticking point is not just the size of government, but also its effectiveness -- the political will to effect change rather than to favor constituents...So, how has this worked out in practice? Not so well.
Debate; Depression; fiscal stimulus; looking; Monetary; naked capitalism; role.
zero hedge Tue 2009-09-01 19:43 EDT
...bonds are reflecting a deflationary environment while commodities and stocks are betting on inflation...Yet...both stocks and bonds are potentially being manipulated to a point where they bear no reflection of the underlying assets, whose values they are purported to represent...is the debate about inflation versus deflation based on asset trends really relevant: a bizarro market dominated by animal spirits and intraday greed has ceased to indicate any long-term trends and our advice is to simply enjoy it for what it is - a ponzi casino...
Divergent Inflation Picture; Oil; relevant; Treasuries Paint; Zero Hedge.
