Comments on: Debt and Deflation http://www.ritholtz.com/blog/2009/07/debt-and-deflation/ Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media Sat, 21 Nov 2009 20:51:56 -0500 http://wordpress.org/?v=2.8.5 hourly 1 By: Pat G. http://www.ritholtz.com/blog/2009/07/debt-and-deflation/comment-page-1/#comment-193447 Pat G. Tue, 14 Jul 2009 22:57:47 +0000 http://www.ritholtz.com/blog/?p=32253#comment-193447 OK, I get it. It's different this time. And how does all the QE going on in the rest of the world play into this equation? Let me guess.....it doesn't matter. OK, I get it. It’s different this time. And how does all the QE going on in the rest of the world play into this equation? Let me guess…..it doesn’t matter.

]]> By: Greg0658 http://www.ritholtz.com/blog/2009/07/debt-and-deflation/comment-page-1/#comment-193272 Greg0658 Tue, 14 Jul 2009 16:19:57 +0000 http://www.ritholtz.com/blog/?p=32253#comment-193272 further thought on the GOP / Democrats ideology split in America .. if allowed to post (be careful then) the GOP seem to put the head (brain) before the body (F) the Democrats seems to put the body before the head (S) (imo) one Fasc' the other Soc' .. but those are generalizations and just a term to be defined by the reader ... but both require and live on government spending to survive (again imo) further thought on the GOP / Democrats ideology split in America .. if allowed to post (be careful then)

the GOP seem to put the head (brain) before the body (F)
the Democrats seems to put the body before the head (S)

(imo) one Fasc’ the other Soc’ .. but those are generalizations and just a term to be defined by the reader … but both require and live on government spending to survive (again imo)

]]> By: Greg0658 http://www.ritholtz.com/blog/2009/07/debt-and-deflation/comment-page-1/#comment-193255 Greg0658 Tue, 14 Jul 2009 15:58:24 +0000 http://www.ritholtz.com/blog/?p=32253#comment-193255 I read the lead and started the body .. spoken from a paper pusher pov .. tho be it jobs.. for an aboundance of population real wealth comes from: taking a seed/animal that grows into more .. or a rock/fluid/gas and crushing/mixing it into more .. via a body by pushing it into making those primarys into being GOP & Democrats & Business .. all rely on government spending at this point in time .. don't know how to remove that element without collapse .. then collapse may be the goal for a game reset I read the lead and started the body .. spoken from a paper pusher pov .. tho be it jobs.. for an aboundance of population

real wealth comes from:
taking a seed/animal that grows into more .. or a rock/fluid/gas and crushing/mixing it into more .. via a body by pushing it into making those primarys into being

GOP & Democrats & Business .. all rely on government spending at this point in time .. don’t know how to remove that element without collapse .. then collapse may be the goal for a game reset

]]> By: Steve Barry http://www.ritholtz.com/blog/2009/07/debt-and-deflation/comment-page-1/#comment-193206 Steve Barry Tue, 14 Jul 2009 14:48:40 +0000 http://www.ritholtz.com/blog/?p=32253#comment-193206 Stunning description of what is actually happening, complete with chart 5, which proves to me that our current 375% total debt to GDP (and rising) is going to end horribly...Japan topped out at 345% and is still in deflation. I estimate that a healthy economy should have 150% debt to GDP. At the current GDP of 14 T, that means 21 T in debt. We have 52 T...so we have 30 T in debt we need to de-lever. How you going to do this without a deflation far as the eye can see? I urge TBP readers to bookmark this and read it several times (I need to read a few more times also). Thank you Van and Lacy, thank you John and thanks to Barry. Stunning description of what is actually happening, complete with chart 5, which proves to me that our current 375% total debt to GDP (and rising) is going to end horribly…Japan topped out at 345% and is still in deflation. I estimate that a healthy economy should have 150% debt to GDP. At the current GDP of 14 T, that means 21 T in debt. We have 52 T…so we have 30 T in debt we need to de-lever. How you going to do this without a deflation far as the eye can see?

I urge TBP readers to bookmark this and read it several times (I need to read a few more times also). Thank you Van and Lacy, thank you John and thanks to Barry.

]]> By: meellerbee_21 http://www.ritholtz.com/blog/2009/07/debt-and-deflation/comment-page-1/#comment-193197 meellerbee_21 Tue, 14 Jul 2009 14:30:26 +0000 http://www.ritholtz.com/blog/?p=32253#comment-193197 Didn't Paul Krugman already debunk the idea of why government spending does not crowd out private sector spending like six times? If you think Romer is correct and Krugman is not, please unpakc--I would love to hear why. Thanks, Jeff. Didn’t Paul Krugman already debunk the idea of why government spending does not crowd out private sector spending like six times? If you think Romer is correct and Krugman is not, please unpakc–I would love to hear why.

Thanks,

Jeff.

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