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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: ild who wrote (5280)1/16/2004 4:45:43 PM
From: russwinter  Read Replies (3) of 110194
 
<Gold COTS>

Next week will be the important one, as it will pick up the sell-off activity from the last several days. I doubt if that many specs are gone yet though.

On shorts, one would think the 1Q (and even the 4Q) is going to be brutal for these companies involved in finished products. How does a Boeing, or the car companies absorb and pass on these crude and intermediate good input costs increases? Alcoa's call will be interesting next week. It's happening very fast. For instance, for food companies about 20% of their input costs are raw commodities. The fine print of the PPI yesterday was shocking in my book. The key might be to identify who can't increase prices to their consumers. Big squeeze I would say.

I have seen very little on this subject as yet, which surprises me. Has anybody? I'd like to see some good articles posted on this impact. About the only way to offset these input costs is to accelerate the process of jettisoning American labor, and getting labor costs overseas.
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