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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: stockfiend who wrote (75370)2/28/2008 8:17:41 PM
From: SouthFloridaGuy  Read Replies (1) of 116555
 
<<That's like winning the Super Bowl three months after the opposing team has left the field. >>

Your key word is "winner". The inflation rate is higher against currencies which the dollar is depreciating against. Once again, an argument that the inflationists cannot answer.

Commodities are rising tremendously against ALL currencies, even E.M. countries, which many - including Peter Schiff - are so bullish on.

I agree that EM longer-term is the place to be because decoupling is a real and necessary fact, but it won't happen this cycle.
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