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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: KyrosL who wrote (1081)	10/22/2001 2:31:28 AM
From: LTK007	Read Replies (1) \| Respond to of 99280

kyros,at this moment i am with you on this--the one element that could cause inflation is still out there,however:that being a disruption in the oil supply chain. I know a couple investment firms say they are buying oil stocks on a belief the oil supply lines will be "disrupted" within a year or so. Saudi Arabia sits on 25% of the world's oil reserves.I don't want to get into the world politic here,but just let's say i can see several scenarios that could cut off oil supply from Saudi Arabia to the U.S. And this leads to a question i need an answer for,if Saudi oil supply was blocked--how long would our national emergency oil reserves be able to replace the supply that such a disruption would cause?Max

To: KyrosL who wrote (1081)	10/22/2001 6:25:31 AM
From: Crimson Ghost	Read Replies (1) \| Respond to of 99280

Inflation will remain tame for awhile. But once the economy turns look out above. A good example of what I am talking about is the HMO industry. A few years ago they were in bad shape as medical costs were outrunning premiums. But guess what. The industry consolidated and now is passing along huge price increases to medical consumers. We are back in an era of double digit medical inflation. Ditto for insurance. I expect this script to play out in many other industries once the economy turns.