Comments on: The Specter of Deflation http://carolan.org/2008/08/the-specter-of-deflation/ thoughts on markets & cetera - christopher carolan Sat, 31 Jul 2010 14:16:16 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: deuxsous http://carolan.org/2008/08/the-specter-of-deflation/comment-page-1/#comment-35 deuxsous Sun, 10 Aug 2008 23:42:43 +0000 http://carolan.org/?p=408#comment-35 The blog post cited above is a more on the prospects for a pullback. This one is more specifically on the energy complex: http://twocents.blogs.com/weblog/2008/07/high-yield-energy-stocks.html My site is directed more toward income than toward capital gains at this point in my life, so I phrase my opinions these days more in terms of economics than in technical analysis . Many of my readers are not technically orientated, nor need they be. But I still do the technicals. ;) The blog post cited above is a more on the prospects for a pullback. This one is more specifically on the energy complex: http://twocents.blogs.com/weblog/2008/07/high-yield-energy-stocks.html

My site is directed more toward income than toward capital gains at this point in my life, so I phrase my opinions these days more in terms of economics than in technical analysis . Many of my readers are not technically orientated, nor need they be. But I still do the technicals. ;)

]]> By: deuxsous http://carolan.org/2008/08/the-specter-of-deflation/comment-page-1/#comment-34 deuxsous Sun, 10 Aug 2008 23:15:55 +0000 http://carolan.org/?p=408#comment-34 Chris, We both nailed the crude oil top pretty darn well. http://twocents.blogs.com/weblog/2008/07/bonds-galore-and-more.html But I'm not so sure about the deflation part. My Long Wave stuff is still committed to another 10-15 years of the inflationary trend. I do think we are in for perhaps the steepest and longest correctional interlude in the bull market, but nothing like 1980 to 1999/2003 in my opinion. Gold is five months past its top already and could go a year. And crude oil could go under 80 for sure, but long term demand and long term under supply are still out there in my personal opinion. Cheers, Tom Chris,

We both nailed the crude oil top pretty darn well. http://twocents.blogs.com/weblog/2008/07/bonds-galore-and-more.html

But I’m not so sure about the deflation part. My Long Wave stuff is still committed to another 10-15 years of the inflationary trend. I do think we are in for perhaps the steepest and longest correctional interlude in the bull market, but nothing like 1980 to 1999/2003 in my opinion. Gold is five months past its top already and could go a year. And crude oil could go under 80 for sure, but long term demand and long term under supply are still out there in my personal opinion.

Cheers,

Tom

]]> By: clausberlin http://carolan.org/2008/08/the-specter-of-deflation/comment-page-1/#comment-33 clausberlin Fri, 08 Aug 2008 08:27:19 +0000 http://carolan.org/?p=408#comment-33 Chris, besides your report of 06-29-08 you don't talk about SC dates. Why is that? Are you more short term oriented now than your work used to be? Regards Claus Chris, besides your report of 06-29-08 you don’t talk about SC dates. Why is that?
Are you more short term oriented now than your work used to be?
Regards
Claus

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