The Epic American Credit and Bond Bubble Laboratory Message Board

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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: mishedlo who wrote (6040)	1/25/2004 8:38:44 PM
From: russwinter	Read Replies (1) of 110194

Harmy's post (do you have the link to your site?)really describes the process of input inflation. He also hits on a key point about so called "excess capacity" and the "output gap", siliconinvestor.com another bogus economic theory that will soon be ripped to bits. The point (and the one Harmy makes about failing to modernize) is that "excess" capacity is in reality "obsolete" capacity in an era of $35 oil prices, and $6 natural gas prices, and the string of higher input costs on metals, lumber(in the case of WY), coke, transportation and on and on. In the train wreck input cost environment "excess" or "idle" capacity quickly becomes "dead" capacity. Message 19723830 Message 19721959 Message 19715574

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