I have been inspired by recent thoughtful comments from Lawrence Summers and Paul Krugman, the economists, on the permanent liquidity trap, zero lower-bound constraint, global depression and endless expanse of frozen wasteland that stretches before us. It is time for another fun bubble. A commodities boom, one where everybody sells bonds and buys metals, grains and the “energy complex” with or without ever setting eyes on the stuff in warehouses, silos, or storage tanks.
經濟學家勞倫斯?薩默斯(Lawrence Summers)和保羅?克魯格曼(Paul Krugman)最近提出的一些頗有見解的言論讓我受到了啟發，這些言論涉及永久性流動性陷阱、零下限約束、全球衰退以及我們面前一望無際的冰凍荒原。吹出另一輪泡沫的時候到了。我指的是大宗商品熱潮，在這股熱潮中，所有人會出售債券，購買金屬、谷物和“能源組合”，不管他們有沒有看到倉庫、豎倉或儲罐中的實物。
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