Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Stockman Scott's Political Debate Porch -- Ignore unavailable to you. Want to Upgrade?

To: abuelita who wrote (3541)	7/31/2002 9:45:04 AM
From: Jim Willie CB	Respond to of 89467

almost all components to CRB commodity index are rising despite the deflationary environment generally this adds credence to the Puplava Theory deflation within general economy (debt based) inflation within commodity economy (cash based) the bankruptcies and mass liquidations keep the deflation working in the general economy the public utility mgmt and hard asset underpinning keep the inflation working in the commodity economy the possible exception I see is the rash of upcoming energy company bankruptcies starting with Williams and NRG Energy we may actually see energy company equity losses while commodity prices continue to rise which would be a double whammy curse for utilities e.g. rising costs and cut profit margins, diminishing capital flows with credit value losses / jim