On Mon, Sep 28, 2009 at 8:56 AM, c b <[email protected]> wrote:
> raghu,
>
> Isn't what you are saying almost tautological ?  The majority of
> speculators in a bubble couldn't be shorting by definition of a
> bubble, no ? A speculative bubble _is_ a whole lot of speculation on
> prices rising in something ,or not ?
>



It is a tautology that a bubble is caused by speculators predominantly
betting on rising prices.

It not a tautology that speculators always and everywhere create
bubbles. Whenever and wherever there is speculative money available, a
bubble is absolutely inevitable.

I don't think this point has been well recognized. The consensus seems
to be that speculators *sometimes* cause bubbles when they go out of
control. Not true.
-raghu.


-- 
Confucius say, dirty book rarely dusty.
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