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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Real Man who wrote (2179)11/15/2003 4:39:09 PM
From: Wyätt Gwyön  Read Replies (1) of 110194
 
you are incorrect if you think the PPI is now 8%. and if you think the real 10yr yield is negative based on this idea.

go to Walmart. the YoY inflation in more than 150,000 SKUs is... -1.5%. so a mattress portfolio had a 1.5% real return based on the rather sizable Walmart "basket of goods". at 420 bp from a 10yr and a 5.2% real yield is well over the historical average (and makes stocks look damn expensive, i might add)

latest YoY finished goods PPI up a mere 0.5% ex food and NRG.
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