Replies to post #116562 on Zeev's Turnips Patch-No Politics (ZEEV)

[Emptyhead]

GD

The bushwacking if one should occur will be brought and wrought over fiscal monetary policy. The simple tenet I have here is,there is only so much the FED can do and only for so long that will make a difference in the economy and that difference might have a small wondow of opportunity. Should the economy get legs by the Fall,that effect should continue for a year or so at the most before the the stimulus will have a zero sum effect moving forward come 2005-2006. How much the consumer will continue to spur growth,IMHO,will be very limited. Zeev,I believe has spoken before about a consumer driven recession against what we may have already experienced with a business driven recession. The consumer will be tapped out. The well will dry up and it will be time to pay the piper. If we can believe in cycles then we must assume the continue growth of this great economy with negligible inflation must turn higher. Inflation will move higher until the FED is able to refinance continued growth. Can that happen? Oil and Natural gas will get much more expensive along with energy. Those that play these stocks will do well.
but...,what the heck do I know.