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  1. Bill.L

    The BOOM ahead

    Hi all, Some interesting replies, and the concensus appears to be that higher inflation will be quelled. However I feel that the below quotes from Greenspans speech should be noted. "ALAN GREENSPAN: In retrospect, last year appears to have marked a...
  2. Bill.L

    The BOOM ahead

    Hi all, I started this thread a few months ago, and since that time, I have seen nothing but increasing evidence that this scenario is possible. CRB index is at a high level and rising. US economy in "expansionary phase" according to Greenspan. US rates on hold at low levels still during...
  3. Bill.L

    The BOOM ahead

    Hi all, Interest rates and inflation an interesting combination, and despite the best of theories from economists, higher interest rates can be inflationary, especially if it doesn't have the desired effect quickly enough. I think it was around the late 80's when "Mortgage costs" were...
  4. Bill.L

    The BOOM ahead

    Hi all, Acey, I don't think we have to have growth, just the inflation. If we get inflation without growth as in the "stagflation" of the mid 70's, then the RB does not have much room to move. bye
  5. Bill.L

    The BOOM ahead

    Hi all, Acey, I have a few thoughts along the lines that the RB doesn't have as much control over inflation as they like to think they have. As interest rates start to rise, this in itself has an inflationary effect. The RB governor has a 3 year contract and is then retiring. Would he wish...
  6. Bill.L

    The BOOM ahead

    Hi all, Ever the contrarian in my thinking, I am seeing increased evidence that we are about to get a round of inflation. For us investors it can be a double edged sword, as we can pay off our loans in deflated dollars, but have to put up with growing interest rates. It is possible that we...
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