Monday, October 13, 2008

Steepening yield curve - impending inflationary holocaust?

Mr Rogers may well have got it right, last Friday.



From 4:50, he discusses an impending "Inflationary Holocaust"...




(And I especially like the bit about getting the G7 to head down to the bar.)

See my posting from last Friday the Recipe for Banks in Trouble. For what it's worth, I think the G7 DOES, finally -kinda- know what it's doing. (Sooooo... when should we start heading into inflation plays? No hurry, but...)

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November 22, 2009 at 12:36 PM

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