Deflation, decoupling and a new trend?

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#1 Wed, Aug 3, 2011 - 3:33pm
Anonymous

Deflation, decoupling and a new trend?

Question: Turds recent post, https://www.tfmetalsreport.com/blog/1853/passing-time , includes videos which point to massive deflation in hard asset pricing--the video is old. But I am somewhat confused--can we have oil falling to $10 and gold shooting to $1900. I don't think so, I'm in the inflation camp.

The recent action in silver/markets is interesting with markets getting slaughtered and metals rallying.

It seems like the action lately is the perverse feedback loop of: 1) bad economic numbers 2) Markets fall 3) Fed will respond to markets falling with QE to keep wealth effect alive 4) inflation sensitive assets rally in anticipation.

I'm confused. Thoughts appreciated.

Edited by: Anonymous on Nov 8, 2014 - 5:05am
Wed, Aug 3, 2011 - 4:11pm
Jasper Puddlemaker
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noodlebowl wrote: ...can we

noodlebowl wrote:

...can we have oil falling to $10 and gold shooting to $1900.

No.

Wed, Aug 3, 2011 - 5:59pm
lilbromarky1
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noodlebowl wrote: The recent

noodlebowl wrote:

The recent action in silver/markets is interesting with markets getting slaughtered and metals rallying.

It is quite interesting isnt it. I dont remember seeing this in any moves that I can remember. In fact I made previous threads about how the 2 were correlated.

Like my ideas? Check our blog at: https://backtobasicseconomics.blogspot.com/
Wed, Aug 3, 2011 - 6:09pm
Nigel Black
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noodlebowl wrote:... The

noodlebowl wrote:
... The recent action in silver/markets is interesting with markets getting slaughtered and metals rallying ...

I smell a setup by the EE. Call me paranoid (but given that I am paranoid, it won't do much...)

Just keep stacking. You'll be ahead in the long run.

Wed, Aug 3, 2011 - 9:12pm (Reply to #4)
lilbromarky1
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Nigel Black wrote: noodlebowl

Nigel Black wrote:
noodlebowl wrote:
... The recent action in silver/markets is interesting with markets getting slaughtered and metals rallying ...

I smell a setup by the EE. Call me paranoid (but given that I am paranoid, it won't do much...)

Just keep stacking. You'll be ahead in the long run.

TBH I dont understand how metals made moves like this with crude sitting at 92. I'd be even more paranoid if it were only Ag that ran up but Au actually let the attack. What is going on around here?

Like my ideas? Check our blog at: https://backtobasicseconomics.blogspot.com/
Wed, Aug 3, 2011 - 9:47pm (Reply to #5)
UGrev
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It looks like everything is

It looks like everything is being manipulated. I can't imagine what would happen if gas hit 5USD/gal here. Transportation costs would skyrocket and everything else would go with it. 

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