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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: TobagoJack who wrote (29744)3/31/2005 2:11:12 AM
From: Canuck Dave  Read Replies (2) of 110194
 
Heinz violates his own premises.

On the one hand, he says malinvestment has caused commodities to be under-financed (and by implication in short supply). Then, in the next breath, he says don't worry, there's lots of supply out there in hoards, and the CRB has had a blow off extreme and will collapse.

Which is it?

CD
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