On Tue, Sep 29, 2009 at 2:26 PM, c b <[email protected]> wrote:
> It is a tautology that a bubble is caused by speculators predominantly
> betting on rising prices.
>
> ^^^^
> CB: Given your statement below,  _some_ bubbles are caused by specs
> predominantly betting on rising prices ?


Oh boy, lets see if I can keep this straight (:-). A tautology is a
logical necessity. An empirical truism is not necessarily a tautology.
The statement: "the GDP of a growing economy always increases in time"
is a tautology, but "CEOs make a lot of money" is not, though they are
both true.

At some philosophical level, it can be argued that there is no
difference between the two, but I won't go there.

To start with, not *some* bubbles but *all* bubbles are caused by
speculators. This statement indeed is a tautology because it follows
from the definition of a bubble.



> Does anything besides speculators predominantly betting on rising
> prices create bubbles ?

No.



> It not a tautology that speculators always and everywhere create
> bubbles. Whenever and wherever there is speculative money available, a
> bubble is absolutely inevitable.
>
> ^^^^
> CB: Is the second sentence supposed to be "not absolutely inevitable "
> ? Otherwise, it seems to contradict the first sentence. Should the
> first sentence be " It is not true that speculators always and
> everywhere create bubbles ?

There is no contradiction. The second sentence is not a *logical*
necessity but an *empirical* fact. It is conceivable that speculators
could exist and not cause bubbles. A casino, for e.g. does not have
any "bubbles".




> 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.
>
> ^^^^^
> CB: Are you saying all bubbles are created by speculators ?
>
> or  Speculators never fail to create bubbles ?


Yes to both. The first is a trivial observation, the second not trivial.
-raghu.




-- 
Today is National Existential Ennui Awareness Day.
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