Comments on: In For It http://www.ritholtz.com/blog/2008/11/in-for-it/ Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media Sat, 21 Nov 2009 10:39:57 -0500 http://wordpress.org/?v=2.8.5 hourly 1 By: Winston Munn http://www.ritholtz.com/blog/2008/11/in-for-it/comment-page-1/#comment-125767 Winston Munn Wed, 12 Nov 2008 16:25:42 +0000 http://www.ritholtz.com/blog/?p=9049#comment-125767 Fortunately, the U.S. economy is so diverse it will save us, and besides, our exports will save us, and emerging markets will decouple, and China, China, China and BRIC, too, and tax cuts, don't forget tax cuts.... Fortunately, the U.S. economy is so diverse it will save us, and besides, our exports will save us, and emerging markets will decouple, and China, China, China and BRIC, too, and tax cuts, don’t forget tax cuts….

]]> By: catman http://www.ritholtz.com/blog/2008/11/in-for-it/comment-page-1/#comment-125716 catman Wed, 12 Nov 2008 14:18:48 +0000 http://www.ritholtz.com/blog/?p=9049#comment-125716 Barry - You had to start something didnt you? Barry – You had to start something didnt you?

]]> By: Bruce in Tn http://www.ritholtz.com/blog/2008/11/in-for-it/comment-page-1/#comment-125700 Bruce in Tn Wed, 12 Nov 2008 12:17:34 +0000 http://www.ritholtz.com/blog/?p=9049#comment-125700 One other thing on the "In for it" thread...now it seems that economists have all come to the same place Mother Roubini did long ago...a 3% contraction this quarter followed by another 1.5% for the first quarter of 09.... Be careful with those longterm toes.... http://www.bloomberg.com/apps/news?pid=20601103&sid=aCIytV1_Ii7M&refer=us U.S. Slump May Be Longest in Decades as Growth Fell Off `Cliff' One other thing on the “In for it” thread…now it seems that economists have all come to the same place Mother Roubini did long ago…a 3% contraction this quarter followed by another 1.5% for the first quarter of 09….

Be careful with those longterm toes….

http://www.bloomberg.com/apps/news?pid=20601103&sid=aCIytV1_Ii7M&refer=us

U.S. Slump May Be Longest in Decades as Growth Fell Off `Cliff’

]]> By: Boomer108 http://www.ritholtz.com/blog/2008/11/in-for-it/comment-page-1/#comment-125698 Boomer108 Wed, 12 Nov 2008 12:00:58 +0000 http://www.ritholtz.com/blog/?p=9049#comment-125698 Good Morning Barry, Can you pls shorten each entry? or have a link to "more" in each? That way we can see more posts per page. Which will encourage more comments. Thanks for your great work! Good Morning Barry,

Can you pls shorten each entry? or have a link to “more” in each? That way we can see more posts per page. Which will encourage more comments.

Thanks for your great work!

]]> By: Bruce in Tn http://www.ritholtz.com/blog/2008/11/in-for-it/comment-page-1/#comment-125697 Bruce in Tn Wed, 12 Nov 2008 11:58:15 +0000 http://www.ritholtz.com/blog/?p=9049#comment-125697 In for it...yes, I am not sure if inflation follows what we have here or not...but I am sure we will pay much more in taxes and so is Barron's...(unless we want to default).. http://online.barrons.com/article/SB122633310980913759.html Uncle Sam's Credit Line Running Out? In for it…yes, I am not sure if inflation follows what we have here or not…but I am sure we will pay much more in taxes and so is Barron’s…(unless we want to default)..

http://online.barrons.com/article/SB122633310980913759.html

Uncle Sam’s Credit Line Running Out?

]]> By: DL http://www.ritholtz.com/blog/2008/11/in-for-it/comment-page-1/#comment-125693 DL Wed, 12 Nov 2008 05:33:06 +0000 http://www.ritholtz.com/blog/?p=9049#comment-125693 Andy Tabbo @ 8:59 “The next wave, after the Depression, will bring about hyperinflation for 15-20 years. I think this next hyper-inflationary wave will begin in 2010”. You and Jim Rogers may not be so far apart on this. But 20 year hyperinflation? I’m not quite that pessimistic. Andy Tabbo @ 8:59

“The next wave, after the Depression, will bring about hyperinflation for 15-20 years. I think this next hyper-inflationary wave will begin in 2010”.

You and Jim Rogers may not be so far apart on this.

But 20 year hyperinflation? I’m not quite that pessimistic.

]]> By: Andy Tabbo http://www.ritholtz.com/blog/2008/11/in-for-it/comment-page-1/#comment-125688 Andy Tabbo Wed, 12 Nov 2008 03:50:36 +0000 http://www.ritholtz.com/blog/?p=9049#comment-125688 Itiswhatitis: They call it the "cruelest tax" for a reason. The poor people have little to say about inflation....otherwise we would never have inflation! - AT Itiswhatitis:

They call it the “cruelest tax” for a reason. The poor people have little to say about inflation….otherwise we would never have inflation!

- AT

]]> By: Itiswhatitis http://www.ritholtz.com/blog/2008/11/in-for-it/comment-page-1/#comment-125682 Itiswhatitis Wed, 12 Nov 2008 02:10:53 +0000 http://www.ritholtz.com/blog/?p=9049#comment-125682 Sir inflation is dead and will continue to be dead into prices can come back to wages. Or somebody making 8$ a hour can afford overpriced assets. The Kwave didn't crest in 1998, it JUST CRESTED. Sir inflation is dead and will continue to be dead into prices can come back to wages. Or somebody making 8$ a hour can afford overpriced assets.

The Kwave didn’t crest in 1998, it JUST CRESTED.

]]> By: Andy Tabbo http://www.ritholtz.com/blog/2008/11/in-for-it/comment-page-1/#comment-125681 Andy Tabbo Wed, 12 Nov 2008 01:59:05 +0000 http://www.ritholtz.com/blog/?p=9049#comment-125681 Interesting link on the Martin Armstrong article.... Actually, Nicolei Kondratieff came up with the long cycle 50-60 year theory a long, long, long time ago. The "K" wave is alive and kicking today. There are some who believe we finished a Kondratieff Wave in 1998 and thus began another K wave.... The first several years of a Kondratieff Wave is pretty strong inflationary pressure coming after a ~20 year wave of commodity deflation (1998). This first wave of inflationary pressures and rapidly rising asset prices causes a "shock to the system" and a Depression (sound familiar?). The next wave, after the Depression, will bring about hyperinflation for 15-20 years. I think this next hyper-inflationary wave will begin in 2010. Update on some short term technicals....the short term (next few days) has gotten fuzzy to me with today's price action...I'm flat at this point....It sort of looks like a coin flip after today...we could rally 50pts or fall 50 pts on SP500, so I'm just going to sit it out until I get more price action. The fuzziness comes from the fact that I'm still not sure we even finished the fourth wave that began on 10/10. I noted this before...that we may be in the middle of some kind of ABCDE pattern. I thought there was a good chance we finished an ABC at 1007, but with today's action I'm not so sure. When I know more, I'll write something. Regards, - AT Interesting link on the Martin Armstrong article….

Actually, Nicolei Kondratieff came up with the long cycle 50-60 year theory a long, long, long time ago. The “K” wave is alive and kicking today. There are some who believe we finished a Kondratieff Wave in 1998 and thus began another K wave…. The first several years of a Kondratieff Wave is pretty strong inflationary pressure coming after a ~20 year wave of commodity deflation (1998). This first wave of inflationary pressures and rapidly rising asset prices causes a “shock to the system” and a Depression (sound familiar?). The next wave, after the Depression, will bring about hyperinflation for 15-20 years. I think this next hyper-inflationary wave will begin in 2010.

Update on some short term technicals….the short term (next few days) has gotten fuzzy to me with today’s price action…I’m flat at this point….It sort of looks like a coin flip after today…we could rally 50pts or fall 50 pts on SP500, so I’m just going to sit it out until I get more price action. The fuzziness comes from the fact that I’m still not sure we even finished the fourth wave that began on 10/10. I noted this before…that we may be in the middle of some kind of ABCDE pattern. I thought there was a good chance we finished an ABC at 1007, but with today’s action I’m not so sure. When I know more, I’ll write something.

Regards,

- AT

]]> By: blueoysterjoe http://www.ritholtz.com/blog/2008/11/in-for-it/comment-page-1/#comment-125680 blueoysterjoe Wed, 12 Nov 2008 01:49:34 +0000 http://www.ritholtz.com/blog/?p=9049#comment-125680 I put some jelly on a biscuit and threw it at my wall street journal. The splatter resembles an upside tea cup or possibly a baseball cap. Buy buy buy! I put some jelly on a biscuit and threw it at my wall street journal. The splatter resembles an upside tea cup or possibly a baseball cap. Buy buy buy!

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