Some thoughts

Well, I am pondering all the time regarding to the relationship among the liquidity, bond, equity, commoditity, and real estate.

The symptom of Weimar inflation is "Mark plummeted to one-trillionth of its original value". However, I doubt that this will be repeated again in 21th century. In Weimar era, nobody outside Germany owned Mark as what USD does right now in whole world, in other words, nobody cared that much when Mark died.

However, there are too many co-interest owners on USD nowadays. This = nobody wants to see USD drops. China/Japan/SouthesternAsian/Europe they all want Dollar to be strong, so their reserve can increase value and their export can continue grow. The only exception is the investors in Euro/CAN/YEN/OIL/GLD/etc, Ｉthink.

There is a ship and everyone is think it is going to sink, unforunately, most of people are on that ship as well.

Disclosure: I own OIL/GLD. :)

所有跟帖： 

• You are right. Weimar is just an analogy. -it888- ♀ (323 bytes) () 12/03/2006 postreply 19:39:34

• same feeling here -纳荣木兰- ♂ (192 bytes) () 12/03/2006 postreply 19:51:39

• The Weimar situation was an extreme exception -dividend_growth- ♀ (599 bytes) () 12/03/2006 postreply 19:46:31

• yes, and one of important reasons to make their case worse: -纳荣木兰- ♂ (274 bytes) () 12/03/2006 postreply 19:56:05

• good points. ding -FaCai168- ♂ (0 bytes) () 12/03/2006 postreply 20:09:16