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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: UncleBigs who wrote (64771)6/28/2006 10:21:33 PM
From: John Vosilla  Read Replies (3) of 110194
 
'When the commodities were going vertical, it's impossible to argue that inflation expectations are under control'

They should have been more concerned with the steep rise in copper prices or homes appreciating at 30-40% a year in many markets. Bottom line they should have increased at half a point increments in late 2004 and early 2005..
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