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

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To: mishedlo who wrote (6748)2/2/2004 3:11:55 PM
From: russwinter  Read Replies (5) of 110194
 
As usual you completely missed (and distort) the nature of my question. In fact this goes on so much with you (although the lone wool price post was interesting) that I'm going to beg off on further exchanges. If someone else wishes to take the mantle who can successfully (as I can't) communicate this to you, I will observe, and chime in background stuff, but not directly.

So a final and only point. I will not repeat this another fifty times like I have already. In effect you are saying the only prices that matter are finished goods as sold at WMT? I completely disagree, there is an enormous dollar based inflation raging right now, and it will completely destabilize the entire planet, irrespective of the pricing power situation at WMT. Much of the inflation is occurring in subsistence items like energy, food, and metals. So, I don't think WMT prices matter that much in this environment. The fact that consumers hold out for a price rollback on Ponds beauty cream or Chinese made stainless steel toenail clippers is not the central issue now. Prices nearly everywhere else and the numerous shortages are the inflationary train wreck issue.
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