SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: philv who wrote (6671)2/1/2004 1:15:28 PM
From: russwinter   of 110194
 
There are clearly real and very serious shortages, also amplified by some bubble like speculation. The challenge will be to identify when the bust takes hold. I would say you would indicators like the Baltic freight index dropping first, and the Chinese stock market (already happening). You will likely see train wreck blowoffs and finally busts in pricing of things like copper, oil, steel, food stuffs. I'm open to tracking ideas and suggestions? So far though it's just been steady unrelenting upward pressure on prices. We are nearing the parabolic crack up boom phase now IMO. Notice how commodities had all of about a day and half correction on the Fed "talk"? How anybody can still be talking about deflation and disinflation now and dismissing all this as irrelevant, is simply unbelievable.

It's interesting that the Chinese are forced to end run western companies to try and scramble to get the input goods:
quote.bloomberg.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News