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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Jim Willie CB who wrote (10329)3/17/2004 11:55:05 PM
From: ItsAllCyclical  Read Replies (3) of 110194
 
>> CPI-PPI indicates disappearing profit margins and discretionary budgets instead, numbnut economists will say THEY OFFSET NOT SO <<

I know you've been stressing this theme for some time, but I have yet to see any mainstream financial analyst/network mention it. This almost by itself tells me it'll be an extremely profitable theme to keep in mind going foward to separate oneself from the sheeple.

If investors doing nothing else they should repeat the above phrase to themselves 50 times before going to bed each night.

Any guess where copper will be this summer? Been playing NXG as a value play/laggard, but it has yet to really catch fire. Not sure if there's still a share overhang from the Brascan deal, investors waiting for North Kemess info, or disbelief that copper prices are sustainable at these levels or higher for more than brief periods of time.

As always, enjoy reading your rants.
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