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Strategies & Market Trends : John Pitera's Market Laboratory
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To: John Pitera who wrote (13093)12/14/2011 10:12:22 PM
From: Hawkmoon2 Recommendations  Read Replies (1) of 33421
 
He says prices are too high for nearly every assetyou can think of — stocks, junk bonds, Treasury bonds, British gilts, even Iowa corn fields.

I think he may be right.. and it COULD BE that the Fed is recognizing that they can't help the economy with more QE, so it's possible that they need to pop the commodities bubble so raw material decreases leave more room for wage growth.

Not sure, but I've been amazed that commodity prices have been this high given decreasing consumer demand..

But then again, that's what happens when the Fed tries to push down the USD and speculators engage in USD/Commodity carry trades.

Those appear to be unwinding now..

Hawk

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