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

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To: Don Green who wrote (6349)	1/28/2004 2:13:32 PM
From: Jim Willie CB	Read Replies (1) of 110194

dont regard "inflation" as a commodity without location China will cause serious demand increases, for sure that will translate into strong price trends for hard goods but they are actively engaged in severe overproduction the end result will be a continuation of the absolute financial cyclone underway rising material costs, energy costs, food costs falling finished goods prices but in USA, rising import costs here is a quote from Corrigan's recent article: Over the last two years, unfinished import prices are up 20%. Finished import prices are up 6.7% annualized since the start of spring, nearly a 9-year high the new patterns are becoming clear my major themes in recent work 1. rising production costs, mean profit margin squeeze 2. rising household costs, mean shrinking consumer budget 3. corp cost increases, mean accelerated job outsourcing the combination of rising production and living costs, against a backdrop of zero pricing power in the real economy, makes for a continued cyclone "Inflation + Deflation = Chaos (not zero)" gold-eagle.com sorry if you grasp this already I have a hot button when people speak loosely about inflation without qualification it aint a commodity without location you probably know that though / jim

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