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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: Lee Lichterman III who wrote (94273)5/15/2008 7:33:25 AM
From: arun gera  Read Replies (3) of 110194
 
A few years ago, we were seeing inflation in internet stocks, and everyone thought they were worth it. Then we saw inflation in housing and everyone thought their house deserved its price. Now we are seeing inflation in commodities. Is it not possible that this will be temporary too? Overproduction to meet a false demand. It may be that the credit in the financial system and high leverage are sending wrong signals to one market after another.

-Arun
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