Replies to post #25824 on The Black Box

[wahz]

1. one days oil or dollar fluctuation doesn't matter, at least to me. However,I realize more than most on ihub that at major market lows everyone is a trader and these fluctuations become more greatly exaggerated

2.slower growth is fine. Frankly, there is almost no doubt in my mind that a true cap ex surge has started and that is what matters more. Slower gdp and lower inflation is good...rates will have to stop going up

[dieselfuel]

"Hyman and even Ridholtz on kudlow are talking slowdown in 2006 to 2.5-3%."


Hi michalel,

I just did some checking.

If we could average just 3% GPD for the next five years, that would be HUGE!

Look what the markets did in the 90's. The 90's only averaged 2.22% GDP.

http://www.bea.gov/bea/dn/nipaweb/TableView.asp#Mid

Commodities do best in a hyper growth enviroment (look at the last few years) and the rest of the markets seem to favor a "Goldielocks" economy: Not too hot, not too cold, just right.

I think the markets will average better than 3% between now and 2010.