I'm not so sure Gruss. I'd like to see us gradually deal with it with
higher taxes and lower spending but I'd say that it is likely to go
hand in hand with refinancing our debt on more favorable terms.
Overall I'd actually guess it will be a combination of 1, 2 and 3. I
don't think that we can inflate our way out of the situation. I also
don't think we can just default on our entire debt. Nor do I think we
have the economic capacity and political will to zero everything out
through taxes and spending reduction.

But if we could work our way closer to a balanced current budget with
some payments toward debt, a tolerance for slightly increased
inflation balancing out debt devaluation with increased domestic
prices and then bilateral debt restructuring with an eye toward
rewarding political and economic stability, I think we could make some
real headway. That isn't an easy balance to be sure and none of the
components are trivial. It requires some subtlety that usually isn't
found in politics in the country, but I think it is potentially
workable.

More than anything else I'd say that the increasingly intertwined
global economy means that bold gestures in any particular direction
will be heavily selected against. Strong unilateral moves will be
punished by other participants in the web and if we are going to
effect positive change away from the status quo it will have to be
slow and steady and predictable.

Judah

On Wed, Feb 11, 2009 at 7:13 PM, Gruss Gott <[email protected]> wrote:
>
>> RoMunn wrote:
>> the debt, or by the US printing a huge amount of money and devaluing the
>> currency. That day is coming, make no mistake.
>>
>
> And here's why that's NOT going to happen: the US can't afford it.
>
> Like it or not the US, for a loooooonnnngggg time, is going to depend
> on foreign credit.  The very first day it screws it's creditors it
> goes under.
>
> So, as I've said, there are only 3 choices:
>
> 1.) Default.
>
> 2.) Inflation (your suggestion), or
>
> 3.) Raise taxes & lower spending.
>
> The only option the US can afford is #3.  Unless we want another crisis.
>
> 

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