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Politics : Dutch Central Bank Sale Announcement Imminent? -- Ignore unavailable to you. Want to Upgrade?


To: Tom Byron who wrote (7564)8/31/1999 11:43:00 PM
From: Zardoz  Read Replies (2) | Respond to of 81226
 
..a new commodity bull market and a financial bull...one or the other got to get slaughtered..

Sure this comes down to what you call inflation? I call excessive M2 as monetary inflation. And when it dies, the real inflation shows, but that too only causes localized commodity inflation. A comparision of CRB index to M2 growth might prove interesting. Ask yourself this: When was the last time you seen M2 MACD go negative, and what happened to GOLD, the US dollar? And then, is it likely to happen again?

Hutch



To: Tom Byron who wrote (7564)9/1/1999 7:18:00 AM
From: long-gone  Read Replies (2) | Respond to of 81226
 
<<don't think we can have it both ways...a new commodity bull market and a financial bull...one or the other got to get slaughtered....:( ]>>

Let me say more, not all commodities really hoping, might just be seeing a "retern to the norm" rather than the extreme. Perhaps just reflation not INflation. Would this not mean a "pickers" market - where some do OK, instead of a go & blow bull - where all commodities rock & roll?

Could we need to track many of the commodities individualy or by smaller group? Even "readings" I'm getting from other places is telling me broad Ag. market is still hurting / not turning.