http://www.creditwritedowns.com/2009/03/dont-underestimate-the-power-of-printing-money-part-2.html a finance news and opinion site Sat, 20 Mar 2010 04:20:41 +0000 hourly 1 http://www.creditwritedowns.com/2009/03/dont-underestimate-the-power-of-printing-money-part-2.html#comment-9554 Will Goldman’s Jim O’Neill change his bullish outlook? - Credit Writedowns Fri, 29 Jan 2010 14:48:18 +0000 http://www.creditwritedowns.com/?p=7387#comment-9554 [...] in February that a economic rebound was certainly possible due to fiscal and monetary stimulus. Paul Kasriel has made similar arguments.While I do agree that fiscal and monetary stimulus have been great and may induce a cyclical [...] [...] in February that a economic rebound was certainly possible due to fiscal and monetary stimulus. Paul Kasriel has made similar arguments.While I do agree that fiscal and monetary stimulus have been great and may induce a cyclical [...]

]]> http://www.creditwritedowns.com/2009/03/dont-underestimate-the-power-of-printing-money-part-2.html#comment-4511 hbl Tue, 24 Mar 2009 15:29:33 +0000 http://www.creditwritedowns.com/?p=7387#comment-4511 Hi Ed- Thanks for your ongoing coverage, whether or not our perspectives match exactly on the threat of inflation. Some quick thoughts on why oil might have jumped independently from the results of any stimulus: 1. Supply reductions (a lot of production is unprofitable at these prices) 2. Inventory draw downs completing throughout the demand chain 3. A new round of speculation Of course I do <i>hope</i> you are right about the potential for economic recovery. Hi Ed-
Thanks for your ongoing coverage, whether or not our perspectives match exactly on the threat of inflation. Some quick thoughts on why oil might have jumped independently from the results of any stimulus:
1. Supply reductions (a lot of production is unprofitable at these prices)
2. Inventory draw downs completing throughout the demand chain
3. A new round of speculation
Of course I do hope you are right about the potential for economic recovery.

]]> http://www.creditwritedowns.com/2009/03/dont-underestimate-the-power-of-printing-money-part-2.html#comment-4510 hbl Tue, 24 Mar 2009 15:17:19 +0000 http://www.creditwritedowns.com/?p=7387#comment-4510 Hi Ed- Thanks for your ongoing coverage, whether or not our perspectives match exactly on the threat of inflation. Some quick thoughts on why oil might have jumped independently from the results of any stimulus: 1. Supply reductions (a lot of production is unprofitable at these prices) 2. Inventory draw downs completing throughout the demand chain 3. A new round of speculation Of course I do <i>hope</i> you are right about the potential for economic recovery soon. Hi Ed-
Thanks for your ongoing coverage, whether or not our perspectives match exactly on the threat of inflation. Some quick thoughts on why oil might have jumped independently from the results of any stimulus:
1. Supply reductions (a lot of production is unprofitable at these prices)
2. Inventory draw downs completing throughout the demand chain
3. A new round of speculation
Of course I do hope you are right about the potential for economic recovery soon.

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