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WarPig View Drop Down
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    Posted: May/01/2021 at 12:54pm
How long before the fed gets it's head out of it's ass and takes action on inflation? 
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Conrad Dobler View Drop Down
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Originally posted by WarPig WarPig wrote:

How long before the fed gets it's head out of it's ass and takes action on inflation? 

What would you suggest?
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Iamlegend View Drop Down
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Originally posted by WarPig WarPig wrote:

How long before the fed gets it's head out of it's ass and takes action on inflation? 

Probably never for several trillion reasons. 
Also, we won’t have inflation. Do you know why I think that?
Because everyone is convinced of two things it seems. 
1. Big inflation is coming. 
2. Interest rates will spike. 

Neither will happen IMO. 

We are demographically challenged. 
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WarPig View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote WarPig Quote  Post ReplyReply Direct Link To This Post Posted: May/01/2021 at 1:57pm
Originally posted by Iamlegend Iamlegend wrote:

Originally posted by WarPig WarPig wrote:

How long before the fed gets it's head out of it's ass and takes action on inflation? 

Probably never for several trillion reasons. 
Also, we won’t have inflation. Do you know why I think that?
Because everyone is convinced of two things it seems. 
1. Big inflation is coming. 
2. Interest rates will spike. 

Neither will happen IMO. 

We are demographically challenged. 

We have inflation now.
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WarPig View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote WarPig Quote  Post ReplyReply Direct Link To This Post Posted: May/01/2021 at 1:58pm
Originally posted by Conrad Dobler Conrad Dobler wrote:

Originally posted by WarPig WarPig wrote:

How long before the fed gets it's head out of it's ass and takes action on inflation? 

What would you suggest?

Stop buying assets and raise rates for starters.
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B24 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote B24 Quote  Post ReplyReply Direct Link To This Post Posted: May/01/2021 at 1:59pm
Originally posted by WarPig WarPig wrote:

Originally posted by Iamlegend Iamlegend wrote:

Originally posted by WarPig WarPig wrote:

How long before the fed gets it's head out of it's ass and takes action on inflation? 

Probably never for several trillion reasons. 
Also, we won’t have inflation. Do you know why I think that?
Because everyone is convinced of two things it seems. 
1. Big inflation is coming. 
2. Interest rates will spike. 

Neither will happen IMO. 

We are demographically challenged. 

We have inflation now.

Yup, until it comes time to calc SS COLA.  "Inflation? Where?" 
"If Bellicheat pulls that rabbit out of his a$$ with this kid at quarterback, I'll personally kiss his ring." - Sporsfreak, 09/20/16

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WarPig View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote WarPig Quote  Post ReplyReply Direct Link To This Post Posted: May/01/2021 at 2:04pm
Originally posted by B24 B24 wrote:

Originally posted by WarPig WarPig wrote:

Originally posted by Iamlegend Iamlegend wrote:

Originally posted by WarPig WarPig wrote:

How long before the fed gets it's head out of it's ass and takes action on inflation? 

Probably never for several trillion reasons. 
Also, we won’t have inflation. Do you know why I think that?
Because everyone is convinced of two things it seems. 
1. Big inflation is coming. 
2. Interest rates will spike. 

Neither will happen IMO. 

We are demographically challenged. 

We have inflation now.

Yup, until it comes time to calc SS COLA.  "Inflation? Where?" 

Always this.
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bc2051 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote bc2051 Quote  Post ReplyReply Direct Link To This Post Posted: May/01/2021 at 3:19pm
Originally posted by WarPig WarPig wrote:

Originally posted by Iamlegend Iamlegend wrote:

Originally posted by WarPig WarPig wrote:

How long before the fed gets it's head out of it's ass and takes action on inflation? 

Probably never for several trillion reasons. 
Also, we won’t have inflation. Do you know why I think that?
Because everyone is convinced of two things it seems. 
1. Big inflation is coming. 
2. Interest rates will spike. 

Neither will happen IMO. 

We are demographically challenged. 

We have inflation now.

Not sure what the “reports” will show, but 100% agree
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Iamlegend View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Iamlegend Quote  Post ReplyReply Direct Link To This Post Posted: May/01/2021 at 4:58pm
Originally posted by WarPig WarPig wrote:

Originally posted by Iamlegend Iamlegend wrote:

Originally posted by WarPig WarPig wrote:

How long before the fed gets it's head out of it's ass and takes action on inflation? 

Probably never for several trillion reasons. 
Also, we won’t have inflation. Do you know why I think that?
Because everyone is convinced of two things it seems. 
1. Big inflation is coming. 
2. Interest rates will spike. 

Neither will happen IMO. 

We are demographically challenged. 

We have inflation now.

We don’t have persistent inflation. A one time spike in prices isn’t inflation. A spike upon a spike is the inflation the Fed will try to avoid. 
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LA Broker View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote LA Broker Quote  Post ReplyReply Direct Link To This Post Posted: May/01/2021 at 5:11pm
Originally posted by WarPig WarPig wrote:

Originally posted by Iamlegend Iamlegend wrote:

Originally posted by WarPig WarPig wrote:

How long before the fed gets it's head out of it's ass and takes action on inflation? 

Probably never for several trillion reasons. 
Also, we won’t have inflation. Do you know why I think that?
Because everyone is convinced of two things it seems. 
1. Big inflation is coming. 
2. Interest rates will spike. 

Neither will happen IMO. 

We are demographically challenged. 

We have inflation now.

I agree with piggy, inflation is here and will be sustained. 
“If you're not a liberal at twenty you have no heart, if you're not a conservative at forty you have no brain.”
-Winston Churchill
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bc2051 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote bc2051 Quote  Post ReplyReply Direct Link To This Post Posted: May/01/2021 at 5:22pm
Originally posted by Iamlegend Iamlegend wrote:

Originally posted by WarPig WarPig wrote:

Originally posted by Iamlegend Iamlegend wrote:

Originally posted by WarPig WarPig wrote:

How long before the fed gets it's head out of it's ass and takes action on inflation? 

Probably never for several trillion reasons. 
Also, we won’t have inflation. Do you know why I think that?
Because everyone is convinced of two things it seems. 
1. Big inflation is coming. 
2. Interest rates will spike. 

Neither will happen IMO. 

We are demographically challenged. 

We have inflation now.

We don’t have persistent inflation. A one time spike in prices isn’t inflation. A spike upon a spike is the inflation the Fed will try to avoid. 

So dumb question and I’m not being a smartass.  If a new floor is found and there is no new spike, it’s not inflation?
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LA Broker View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote LA Broker Quote  Post ReplyReply Direct Link To This Post Posted: May/01/2021 at 5:45pm
Originally posted by bc2051 bc2051 wrote:

Originally posted by Iamlegend Iamlegend wrote:

Originally posted by WarPig WarPig wrote:

Originally posted by Iamlegend Iamlegend wrote:

Originally posted by WarPig WarPig wrote:

How long before the fed gets it's head out of it's ass and takes action on inflation? 

Probably never for several trillion reasons. 
Also, we won’t have inflation. Do you know why I think that?
Because everyone is convinced of two things it seems. 
1. Big inflation is coming. 
2. Interest rates will spike. 

Neither will happen IMO. 

We are demographically challenged. 

We have inflation now.

We don’t have persistent inflation. A one time spike in prices isn’t inflation. A spike upon a spike is the inflation the Fed will try to avoid. 

So dumb question and I’m not being a smartass.  If a new floor is found and there is no new spike, it’s not inflation?

It would be inflation but not the year over year where the fed would tighten quickly to get ahead of. 
If IA is right, and we get a 6% or so reading this year and go back to 1.5-2% in 2022, the fed would likely take their time and the market would trend higher. 
“If you're not a liberal at twenty you have no heart, if you're not a conservative at forty you have no brain.”
-Winston Churchill
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WarPig View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote WarPig Quote  Post ReplyReply Direct Link To This Post Posted: May/01/2021 at 6:34pm
Originally posted by Iamlegend Iamlegend wrote:

Originally posted by WarPig WarPig wrote:

Originally posted by Iamlegend Iamlegend wrote:

Originally posted by WarPig WarPig wrote:

How long before the fed gets it's head out of it's ass and takes action on inflation? 

Probably never for several trillion reasons. 
Also, we won’t have inflation. Do you know why I think that?
Because everyone is convinced of two things it seems. 
1. Big inflation is coming. 
2. Interest rates will spike. 

Neither will happen IMO. 

We are demographically challenged. 

We have inflation now.

We don’t have persistent inflation. A one time spike in prices isn’t inflation. A spike upon a spike is the inflation the Fed will try to avoid. 

I know that's what Powell is telling us as he walks a razors edge. He's lying. The fed knows inflation is on the march but they are concerned about the job market when they turn the dial up on rates.

Damned if you do. Damned if you don't. Couple that with higher taxes and he's in a tight spot.


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WarPig View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote WarPig Quote  Post ReplyReply Direct Link To This Post Posted: May/01/2021 at 6:39pm
Originally posted by LA Broker LA Broker wrote:

Originally posted by bc2051 bc2051 wrote:

Originally posted by Iamlegend Iamlegend wrote:

Originally posted by WarPig WarPig wrote:

Originally posted by Iamlegend Iamlegend wrote:

Originally posted by WarPig WarPig wrote:

How long before the fed gets it's head out of it's ass and takes action on inflation? 

Probably never for several trillion reasons. 
Also, we won’t have inflation. Do you know why I think that?
Because everyone is convinced of two things it seems. 
1. Big inflation is coming. 
2. Interest rates will spike. 

Neither will happen IMO. 

We are demographically challenged. 

We have inflation now.

We don’t have persistent inflation. A one time spike in prices isn’t inflation. A spike upon a spike is the inflation the Fed will try to avoid. 

So dumb question and I’m not being a smartass.  If a new floor is found and there is no new spike, it’s not inflation?

It would be inflation but not the year over year where the fed would tighten quickly to get ahead of. 
If IA is right, and we get a 6% or so reading this year and go back to 1.5-2% in 2022, the fed would likely take their time and the market would trend higher. 

Right, maybe that happens. I hope so. 

Doubtful though with inflated asset prices. Biden has got to stop spending money (he won't) and the fed will need to stop buying assets (they won't) and raise rates.

Otherwise ... To the moon! 🚀🚀🚀
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Iamlegend View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Iamlegend Quote  Post ReplyReply Direct Link To This Post Posted: May/01/2021 at 8:05pm
Originally posted by WarPig WarPig wrote:

Originally posted by LA Broker LA Broker wrote:

Originally posted by bc2051 bc2051 wrote:

Originally posted by Iamlegend Iamlegend wrote:

Originally posted by WarPig WarPig wrote:

Originally posted by Iamlegend Iamlegend wrote:

Originally posted by WarPig WarPig wrote:

How long before the fed gets it's head out of it's ass and takes action on inflation? 

Probably never for several trillion reasons. 
Also, we won’t have inflation. Do you know why I think that?
Because everyone is convinced of two things it seems. 
1. Big inflation is coming. 
2. Interest rates will spike. 

Neither will happen IMO. 

We are demographically challenged. 

We have inflation now.

We don’t have persistent inflation. A one time spike in prices isn’t inflation. A spike upon a spike is the inflation the Fed will try to avoid. 

So dumb question and I’m not being a smartass.  If a new floor is found and there is no new spike, it’s not inflation?

It would be inflation but not the year over year where the fed would tighten quickly to get ahead of. 
If IA is right, and we get a 6% or so reading this year and go back to 1.5-2% in 2022, the fed would likely take their time and the market would trend higher. 

Right, maybe that happens. I hope so. 

Doubtful though with inflated asset prices. Biden has got to stop spending money (he won't) and the fed will need to stop buying assets (they won't) and raise rates.

Otherwise ... To the moon! 🚀🚀🚀

We shall see who is right on this. My money is on me. 

Quoted for posterity. 

We will see inflation this year, but not persistent year by year inflation. 



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I'm with IAL. Higher inflation this year, but not persistent. Reading"The Deficit Myth" recently probably skews my thinking though
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Post Options Post Options   Thanks (0) Thanks(0)   Quote indysomeday Quote  Post ReplyReply Direct Link To This Post Posted: May/01/2021 at 9:11pm
The Fed cares about wage inflation, not asset inflation. The enhanced unemployment benefits are driving wage inflation, which will lead to higher numbers this year, but will eventually fade. My 2 cents anyway
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Iamlegend Quote  Post ReplyReply Direct Link To This Post Posted: May/01/2021 at 9:17pm
Originally posted by indysomeday indysomeday wrote:

The Fed cares about wage inflation, not asset inflation. The enhanced unemployment benefits are driving wage inflation, which will lead to higher numbers this year, but will eventually fade. My 2 cents anyway

Once the government stimulus ends we won’t have much wage inflation. 
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Agreed
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Post Options Post Options   Thanks (0) Thanks(0)   Quote WarPig Quote  Post ReplyReply Direct Link To This Post Posted: May/01/2021 at 9:53pm
Originally posted by Iamlegend Iamlegend wrote:

Originally posted by WarPig WarPig wrote:

Originally posted by LA Broker LA Broker wrote:

Originally posted by bc2051 bc2051 wrote:

Originally posted by Iamlegend Iamlegend wrote:

Originally posted by WarPig WarPig wrote:

Originally posted by Iamlegend Iamlegend wrote:

Originally posted by WarPig WarPig wrote:

How long before the fed gets it's head out of it's ass and takes action on inflation? 

Probably never for several trillion reasons. 
Also, we won’t have inflation. Do you know why I think that?
Because everyone is convinced of two things it seems. 
1. Big inflation is coming. 
2. Interest rates will spike. 

Neither will happen IMO. 

We are demographically challenged. 

We have inflation now.

We don’t have persistent inflation. A one time spike in prices isn’t inflation. A spike upon a spike is the inflation the Fed will try to avoid. 

So dumb question and I’m not being a smartass.  If a new floor is found and there is no new spike, it’s not inflation?

It would be inflation but not the year over year where the fed would tighten quickly to get ahead of. 
If IA is right, and we get a 6% or so reading this year and go back to 1.5-2% in 2022, the fed would likely take their time and the market would trend higher. 

Right, maybe that happens. I hope so. 

Doubtful though with inflated asset prices. Biden has got to stop spending money (he won't) and the fed will need to stop buying assets (they won't) and raise rates.

Otherwise ... To the moon! 🚀🚀🚀

We shall see who is right on this. My money is on me. 

Quoted for posterity. 

We will see inflation this year, but not persistent year by year inflation. 




I like how we've redefined inflation. Like it doesn't count now because it's only "one time" and we shouldn't take action until we see it for a few years.
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