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Strategies & Market Trends : Natural Resource Stocks -- Ignore unavailable to you. Want to Upgrade?

To: jimsioi who wrote (3450)	11/17/2003 4:29:21 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 108698

wait until Phase #2 gets some steam, as Asian Effect hits when the bond market smells price inflation in certain sectors, the money coming out of bonds will be substantial it can sniff it now with CRB breakout, but no effect yet e.g. Asian import produce prices energy prices, food prices, industrial metal prices (all the stuff priced in dollars) its new pursued destination will be commodities if the USEconomy falters, then the USDollar will head to dangerous new lows and commodity prices will zoom even in the face of recession this is the primary characteristic of upcoming STAGFLATION the CRB pullback here is no big deal we broke out, then pulled back peek the head out the window, then pull it back in time the entire body emerges stockcharts.com[h,a]waclyyay[df][pb50!d20,2!f][vc60][iUb14!Uh15,5,5]&pref=G you are being led into AGGREGATE THINKING we have price deflation we have price inflation ANYONE WHO FAILS TO RECOGNIZE THIS IS UTTERLY CLUELESS the Federal Reserve, as I have said incessantly, will pump and pump and pump until the cows come home that is all they know how to do if credit is not extended willingly, then the Fed will monetize bonds and the federal deficit in order to infuse funny money into the system the ultimate victim in the sacrifice will be the USDollar the defended sick child will be USTrez Bonds the Wild Card in my mind is the planned and executed Chinese recession theirs will be a healthy correction its spread to USEconomy will be devastating, but will not prevent price inflation from hitting our shores you cannot open the monetary spigot with unprecedented monetary inflation for 30 years without consequences we have two: product price deflation necessity and commodity price inflation which will shrink profit margins and reduce household budgets / jim