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To: mt_mike who wrote (51485)	5/15/2002 12:57:53 PM
From: surfbaron	Read Replies (1) \| Respond to of 65232

MT: based on your background have you seen evidence of businesses incurring significant cost increases in areas like insurance, energy, labor. I have seen in mfg sector personally.

To: mt_mike who wrote (51485)	5/15/2002 1:24:48 PM
From: Jim Willie CB	Respond to of 65232

I dont think guys on CNBC can define INFLATION nor do they know where it comes from when it shows up in prices of goods & cervixes a couple have mentioned the Fed money infusions gotta be fair, but they dont know how to follow it I suspect the bubblevision heads will be shocked later this year when energy costs show a CPI food/energy up big but CPI core still tame and shocked in 2004 when price inflation is raging again the CPI was 0.1% higher than expected, no big deal any CPI number with a leading "0" is no big deal really what CNBC ignores is the 30% MZM increase since Jan2001 they dont ask: WHEN WILL THAT MONEY SHOW UP? AND WHERE? instead they tend to regard that money as the fix for the debt problems and low spending, both consumer and business investment in equipmt that is where they are in error as journalists yup, Al GreenStew will pump it up again but this time his target wont be the biggest beneficiary he cannot control the destination of pumped dollars it will be commodities and energy, while the dollar suffers we read some of the same material Puplava is brilliant longterm visionary -- Perfect Storm I wish he would write more often though maybe he is out there doing research with his motorboat / jim