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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: mishedlo who wrote (69839)9/18/2006 5:38:18 PM
From: Wyätt Gwyön  Read Replies (3) of 110194
 
Have you looked at the $CRB lately?

mish, lately you have been harping on the fall in the CRB as more "evidence" of deflation. this is pretty funny given that previously, you used the sharp RISE in the CRB as evidence of deflation. so i guess the CRB is proof of deflation whether it is rising or falling.

here's an example from 2 1/2 yrs ago, of how you interpreted the RISE in the CRB as deflationary:

Message 19759497
CRB is up what 75%?
Are finished goods prices up at all?

That is the surest defination of overcapacity, oversupply, and underdemand that you could possibly find.


to a man with a hammer, everything's a nail!
mish, you can't have it both ways. as my great grandma used to say: Shiat or get off the pot.
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