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Thread: "The risk, if not the probability, is that deflation lies ahead." 7/10/2010

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    Default "The risk, if not the probability, is that deflation lies ahead." 7/10/2010

    7/10/2010 If interested in deflation, see the attached pdf from Van Hoisington and Lacy Hunt, which is just available this morning. These guys are bond bulls even now and as such continue to focus on the potential effects of deflation as the outcome of the debt debacle in the US (world?). Anyone interested in reading previous quarterly opinions from these two guys can do so at http://hoisingtonmgt.com/hoisington_..._overview.html

    Interesting to me is iTulip has no Forum section for deflation/inflation discussion and generally has spat upon any articles/opinions that deflation is a pertinent ongoing consideration, so I put this post into the section someone in iTulip hierarchy might choose as its appropriate categorization.

    Personally, I am a big fan for deflation continuing to be a problem.

    Quote Originally Posted by Hoisington and Hunt
    Long term Treasury bond and zero coupon
    bonds will perform well in this environment.
    Collapsing inflationary expectations (or should we
    say rising deflationary expectations) will drive the
    bond yields lower; perhaps even into the range of prior
    historical lows. In this environment, holdings of long
    Treasury paper will serve not only as a safe haven but
    an asset whose value will appreciate significantly.
    Attached Files Attached Files
    Jim 69 y/o

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