Sentences with phrase «about asset deflation»

Not exact matches

Asset deflation is happening all over the world and is about to happen soon in other markets (mine).

(From «It Never Rains in California,» 6/15)-- Stan Druckenmiller: «The Fed keeps talking about deflation, but there is nothing more deflationary than creating a phony asset bubble, having a bunch of investors plow into it and having it pop....

The question that I have at this point in the cycle is how low the Fed will get before they get scared about inflation, and flatten out policy to see which effect is larger — deflation from overvalued housing assets purchased with debt, or inflation of goods and services prices.

Notes Starting from January 14, 2006 Notes through April 18, 2006 covered the following topics: Great Letters, Deflation and I - Bonds, Asset Allocation and Long - Term Returns: An Empirical Approach, Valuation - Informed Indexing (Lucky 7) Calculators, Valuation - Informed Indexing (Lucky 7) SWR Translators, Mean Reversion Theory, Building Blocks, Two Baselines, Extracting Information, What Do I Really Think About Dividends?

There's more talk now about an impending deflationary period than we've heard in several years and the thing about this churn is that even if we don't truly experience textbook extensive deflation, the sentiment alone could easily drive investors in droves into assets that perform well during periods of deflation.

First, when thinking about hedging, understand that there's a difference between overall consumer price deflation / inflation and asset price deflation / inflation, and they can occur independent of one another.