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I suspect Mr. Bernanke understands exactly what needs to be done and is attempting a “soft landing” for our extremely leveraged indebtedness. Growth (consumer spending) is key, as it will reduce transfer payments and increase tax revenue. Yet consumers cannot be induced to spend more as they fear unemployment and impoverished retirement. Confidence in their future is waning, and we now struggle within a liquidity trap. Unfortunately, debt restructuring is likely the only solution, yet requires such political courage that it will not be done orderly. The fuse is lit.
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