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 : Mish's Global Economic Trend Analysis

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: yard_man who wrote (2066)3/15/2004 10:35:47 AM
From: russwinter  Read Replies (3) of 116555
 
<why would the fellow be thinking of parking his truck?? >

Obviously, you miss the whole point. Is it because there is lack of or weak demand for trucking? Of course not. Is it because there is lack of demand or weak pricing for European steel? Of course not, the pressures have nothing to do with disinflation or deflationary forces. It's "simplistic" inflation that is gutting these industries. The basic theory of Inflation 101 is that it doesn't strike evenly, that's why it's called "price instability". You guys act like it doesn't exist because it isn't applied evenly, that someone draws a "get out jail free" card that might allow him to go around the board one more time. Read, Triumph of the Optimists, great history of price instabilities and great inflations. They ALL have this popcorn like tenor to them.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext