SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: mishedlo who wrote (8104)2/14/2004 12:31:24 PM
From: russwinter  Read Replies (2) of 110194
 
I like to read Mauldin, but here's another example of old playbook thinking. They are navigating icebergs while the radar indicates a hurricane is bearing down on them. These guys have little or no comprehension of the enormous global resource shortages, input goods cost pressure, and crack-up boom speculation that is erupting as a result of US generated credit excess demand/maladjustments. I doubt if they have EVER even looked at an LME inventory report, or ocean freight index. Personally I doubt if they've even looked at a three month price change in steel, lumber, copper, and industrial chemicals, let alone soybeans.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News