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To: William JH who wrote (26280)	10/10/2000 2:09:25 PM
From: pater tenebrarum	Respond to of 436258

metal prices have generally been strong...the entire breadth of commodity complexes has begun to look perky in fact. it may well be that the excess monetary supply is beginning to be reflected in raw materials prices... if you look at the flow of capital investments in recent years in terms of stages of production, it seems that the later stages of production received the lion's share, whereas commodity related business had to struggle through a period of commodity deflation that made access to capital markets and investment in new projects very difficult. as a result we are now suffering from a bout of commodity inflation, which can't be passed on to consumers due to the industrial overcapacities everywhere else. i think someone else posted on this budding problem a few days ago already. essentially such a situation invites margin squeezes in all sorts of businesses. that in turn should begin to impair the huge mountain of outstanding corporate debt.