Seeking Alpha

ACEMAN » Comments » DBE

  • Performance of Commodities in Inflation [View article]
    Y'all are closing in on the correlation but not the causes which drives inflation. Given the very same time frames, inflation in the US is directly related to the post Vietnam period. Often it is the sixth year after entering a war that inflation truly heats up for obvious reason and that can be tracked in the US right back to the Revolutionary war.Regarding Foreign Stocks and inflation, except for 2001 to the present, inflation in Europe for the same dates above was based on currency instability throughout Western Europe something that is not the case today. Also, if we look closely at the YEN during the time frames above against the dollar we have the USD devaluing against the YEN due to one-sided trade imbalances which was a precursor to the sinking USD against China and East Asian exports. Thus WAR and TRADE IMBALANCE (and its corellary--borrowing) are among the chief causes of inflation. Numbers don't mean a thing unless that got their proof.
    Jun 27 15:16 pm |Rating: 0 0 |Link to Comment
More on DBE by ACEMAN
Comments by Ticker
ACEMAN's
Comments Stats
61 comments
Rating: -14 (58 - 72 )