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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: IceShark who wrote (57447)1/12/2001 10:00:30 AM
From: patron_anejo_por_favor  Read Replies (3) of 436258
 
<<EasyAl is printing like crazy and lowering rates and who knows how long he can keep things inflating.>>

Yep. I think the play here is to be long energy and other commodity based inflation plays. The retail sales numbers were stronger than expected, the "core" PPI (which is bullsh*t, but apparently someone believes in the concept) is rising. Its clear BubbleBoy is easing/printing primarily to bail out the banksters at this point, the economy wasn't in that bad of shape. So the end result will be inflation/stagflation. When the "recognition wave" (to borrow a line from Da Cheif) hits it will be ugly, but it will take some time.

In the meantime, got BRCM?<VBG>
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