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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: GuinnessGuy who wrote (39087)10/14/2005 9:38:02 AM
From: Knighty Tin  Read Replies (1) of 116555
 
Craig, Coke has declined in price for several reasons. The Bush invasion of Afghanistan has really put opium production on steroids (how's that for a double illegal drug analogy?), so there is a lot of competition for the new user. Our relationship with Latin America, ex Mexico, has deteriorated a lot, so they're no longer as hot to trot to slow supply. An, of course, coke is not as cool as it once was perceived to be.
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