Oder Inflation...............

wuzge, Montag, 24.03.2008, 15:31 (vor 6525 Tagen) @ MariaBitterlich

Insofern bin ich über den POG beim beginnenden Unwinding der Schuldenblase
etwas besorgt, vor allem, weil ich als Goldseiten-konditionierter Goldbug
ziemlich long sowohl physisch als auch in Minen bin. Das Goldseiten- und
Hartgeld-Mantra kommt mir jetzt nach Lektüre der debististischen Schriften
nicht mehr so leicht über die Lippen.

Nach langer, einseitiger Ausrichtung schwingt das Pendel oft zu stark in die andere, neue Richtung.......
Aber wir haben die Inflation vergessen, – die wüste lebt!
Pleae look, what Dennis (Gartman), the old boy on financial markets, says…...

“We continue to applaud the Fed for the
courage needed last week to break
with tradition and to open the discount
window to investment banks in order to
make certain that the financial system
at large remained as liquid as possible.
Yes, we do indeed understand the
longer term problems regarding
inflation that may... and likely will...
develop, and yes we do indeed
understand the problems regarding
further government meddling in the economy, and
yes we do indeed find these things disconcerting,
un-economic and terribly anti-free markets. We are not
naive here at TGL. But at the same time, we understand
Lord Keynes statement that "in the long run, we are all
dead." In this instance, we needed to be certain that the
financial system made it to the long run from the short.
The Fed needed to assure the markets that a melt-down
was not going to happen on its watch; that Bear Stearns
would not take the capital markets downward into a death
spiral. The Fed knew properly that at the moment of
inflection last Sunday night/Monday morning, pragmatism
trumped purist philosophy.”

http://www.cfsfutures.com/images/E0067301/032408.pdf