Monday, December 22, 2008

Krugman declares 2010 will be good. Markets rally.

The tide has turned. Even as I write billions prepare to pour into the market, because Krugman has written ....
Krugman - Life Without Bubbles - NYTimes.com

... Late next year the economy should begin to stabilize, and I’m fairly optimistic about 2010....
Optimistic?! Krugman?!

Oh yeah baby, let's get that bubble going ...

Buy, buy, buy!

Ok, so there's more in the column ...
... In fact, however, things can’t just go back to the way they were before the current crisis...

The prosperity of a few years ago, such as it was — profits were terrific, wages not so much — depended on a huge bubble in housing, which replaced an earlier huge bubble in stocks. And since the housing bubble isn’t coming back, the spending that sustained the economy in the pre-crisis years isn’t coming back either...

So what will support the economy if cautious consumers and humbled homebuilders aren’t up to the job?

A few months ago a headline in the satirical newspaper The Onion, on point as always, offered one possible answer: “Recession-Plagued Nation Demands New Bubble to Invest In.” Something new could come along to fuel private demand, perhaps by generating a boom in business investment...

... it may take a lot longer than many people think before the U.S. economy is ready to live without bubbles. And until then, the economy is going to need a lot of government help...
Hmm. A boom in business investment? Does that mean my most favored recent meme might get traction?

Amidst all the chaos, this is an oddly attractive time to be starting a small business -- if one can get health insurance (hint, hint).

Just remember, we're not done with bubbles. We have a lot to work out* before the US, and even the world economy, is out of the ICU ...

*See also ...
  1. Complexity collapse
  2. Disintermediating Wall Street
  3. The future of the publicly traded company
  4. The role of the deadbeats
  5. Marked!

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