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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: russwinter who wrote (4280)1/2/2004 11:53:14 AM
From: Cogito Ergo Sum  Read Replies (1) of 110194
 
Chinese, etc, will continue to hoard commodities and inventories. OK so the Chinese are effectively averaging up now on commodities because the Yuan-peg puts them in the same inflation boat as the US wrt to commodities no ? At what point does this 'diminishing return' become problematic or does it ? Or am I asking when does the USD bottom :O)

It appears gold and oil are both up for 2003 irrespective of the USD, well more than the USD decline against its index.
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