tag:blogger.com,1999:blog-816559531110064247.post3226062345690420589..comments2024-03-08T01:03:44.522-08:00Comments on Humble Student of the Markets: How long and deep the slowdown?Cam Hui, CFAhttp://www.blogger.com/profile/09672203690656029787noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-816559531110064247.post-10346265735044048902008-10-11T11:05:00.000-07:002008-10-11T11:05:00.000-07:00Very interesting you picked the 1873 crisis.. We h...Very interesting you picked the 1873 crisis.. We have been discussing on Myinvestorsplace.com the crisis of 1907 and the similarities... regardless... I prefer your other scenario... Is there a reason you did not pick 1907? None of the members of myinvestorsplace.com mentioned 1873...Please let me know..thanksAndrew Abrahamhttps://www.blogger.com/profile/03240847686030570900noreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-12445840012437950962008-10-10T20:56:00.000-07:002008-10-10T20:56:00.000-07:00The deflation vs. inflation question represents a ...The deflation vs. inflation question represents a fork in the road. I believe that it depends on policy decisions taken now - is the solution to the current trouble to blow another serial bubble?<BR/><BR/>Todd Harrison at <A HREF="http://www.marketwatch.com/news/story/picking-trading-spots-road-less/story.aspx?guid=%7BDFC97270%2DEE1C%2D4A09%2DAE75%2D8D7180296693%7D" REL="nofollow">Minyanville</A> recently wrote how inflation is plausible:<BR/><BR/>I believe we'll soon see a seismic shift in how assets are valued. That could include China revaluing the yuan or crude being denominated in something other than dollars. If that occurs, asset classes from equities to commodities would increase in "value" as the measuring stick used to denominate them declines at an accelerated pace.Cam Hui, CFAhttps://www.blogger.com/profile/09672203690656029787noreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-27472301509705025722008-10-10T19:03:00.000-07:002008-10-10T19:03:00.000-07:00In the context of your post - do you see any of Pr...In the context of your post - do you see any of Prechter's long standing call for Deflation coming true? Among our policy responses - we would necessarily have to re-capitalize or nationalize (that to me is a given - however much we seem to hem-haw about it). What is unclear to me is what is our strategy to combat Prechter style deflation as we deleverage at both banking and consumer levels simultaneously? <BR/><BR/>In my opinion, that is one of the bigger macro questions here - rather than the more immediate solvency issue (which while extremely pertinent this week and is likely to be the problem du jour for the short term, is just that - a short term problem).Noblehttps://www.blogger.com/profile/02224072482343360109noreply@blogger.com