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The Inflation Debate
I'm starting to lean towards the inflationary side of things I don't think it's coming imminently. The crowding into the market leaders which again we saw in 2000 at the very end there concerns me a great deal. More stimulus massive fiscal spending deficit spending is going to be in our future and what worries me is that stuff finally starts to show in the currencies because the markets are essentially kind of rigged for the time being.