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To: Oblomov who wrote (167717)	5/23/2002 6:39:43 AM
From: maceng2	Read Replies (2) \| Respond to of 436258

As I said, unemployment is not a tool to support stock prices either. That's the point. I can easily imagine "commodity appreciation" and "fixed assets depreciation" "a la" here... zealllc.com That in it's self should spark a few strikes when you go to the supermarket and a cauliflower costs $25. Sometimes one feels humility finding out that one is not the smartest match in the box. I'm a bit slow at times... but I've finally realized why Joel keeps saying "sell um at the highs". However, an expanding portfolio is a suitable bandage to the wounded pride -g- /edit. Sorry wrong link. The actual one I meant to post is this one zealllc.com The other link is a good read too. Thanks to Craig's crawford's commodities thread and Joel for the finds. Subject 51271

To: Oblomov who wrote (167717)	5/23/2002 7:35:48 AM
From: LLCF	Read Replies (2) \| Respond to of 436258

<How will we get wage inflation at the same time as widespread BK's and unemployment?> Crashing dollar???? In other words wages will soar where the real work is being done.... over seas! vbg DAK

To: Oblomov who wrote (167717)	5/23/2002 11:04:50 AM
From: maceng2	Read Replies (1) \| Respond to of 436258

In any case,why does it matter if economists agree on the causes of TL and EV? TL and EV are unfortunately part of the cure, not the disease. If all the economists discussed and agreed on the problems, the politicians and business companies co operated, then we could get out of this mess in a minimum time period. Some TL and EV can be a catalyst to bring this about. These are strong forces we are talking about. You see I am an optimist. In my business you have to be. There is little other choice.