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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: russwinter who wrote (6665)2/1/2004 1:07:13 PM
From: philv  Read Replies (2) of 110194
 
I have wondered in the past if this run-up of commodity prices was sustainable, or if it was just another bubble. More and more evidence points to real shortages, all the while US manufacturing is declining.

It is difficult to comprehend the total picture when all one sees is the confusion in his own backyard.
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