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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Elizabeth Andrews who wrote (10834)3/26/2004 11:21:36 AM
From: Steve Lokness  Read Replies (1) of 110194
 
Elizabeth;

You might add the increases in lumber to the list of materials which may halt projects. This is the one which has really mushroomed.

<< Yes, it is an important situation to be on top of. I don't see the bust scenario but major sector rotation that the funds haven't figured out yet is in the cards. Wait until some of that cash starts moving into this relatively small sector.>>

I read your post and Russ's post and am unsure where you see the rotation going to. Can you elaborate?

Thanks!
Steve
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