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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: mishedlo who wrote (7452)2/9/2004 1:54:02 PM
From: russwinter  Read Replies (2) of 110194
 
<But if there was any merit in your overall argument, then carpeting, refrigerators, appliances etc should be going up.>

Ok, let's start with carpeting, I'll return to your other queries when I get a little more time after the markets shut down. These products go into the finished product, and clearly the intermediate goods guys (Dow Chemical) are passing them on. Somebody's eating this, and I'll submit it's the consumer, it's not the intermediate goods people in this case, and I doubt the retailer.

dow.com

<Until we see consumer prices rise you have only proved my case not yours..

Here, I take it you trust government stats?
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