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Strategies & Market Trends : Ride the Tiger with CD
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To: Gib Bogle who wrote (66060)11/11/2006 7:41:12 PM
From: Canuck Dave   of 312872
 
Whenever I see predictions like that, I keep coming back to a few things Doug Noland writes about.

First, the biggest bubble of them all is the US dollar and all its debt obligations. Second, we are no longer in global deflation ala 1997, but a "synchronized global boom" with resultant inflationary biases all over the place.

Third, the resultant "finance economy" depends on continuous expectations of low inflation fed by supplies of ever cheaper manufactured "stuff" and stable raw materials prices. If numbers two and three ever collide in a meaningful way because of a real shortage of some "stuff" (like nickel or zinc?), the horse bolts the poorly bolted door.

Every day I check the LME zinc inventories, and ever day you can extrapolate that chart to January 15th 2007 and ask "What then?"

kitcometals.com

CD
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