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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: russwinter who wrote (5924)	1/23/2004 9:51:52 AM
From: gregor_us	Respond to of 110194

Yes Russ, I have seen your train wreck posts. The deflationary undertow which I see flows from the failure of this economy to produce jobs, here in the USA. The performance of the bond market I feel has been tracking this final piece in the Deflation Battle puzzle--and keeps having to reverse itself, with every new punkish job report. This is why I think that, while we are indeed surrounded (as you have pointed out) with the Harbingers of Future Inflation, there is something brewing and pernicious that suggests this recovery is not true. One of the stocks that I let go this week in my portfolio flush, was CVRD (NYSE: RIO, RIO PR). The largest producer of Iron Ore but which also has trunk lines (trains) running to four ports in Brazil--and port operations. A Miner, to be sure, but also a play on commodity transportation from the interior of Brazil--to the ports. It seems Odd that I would dump this stock, when everything happening would appear to favor it, yes? Dents, bumps and revision to American demand, IMO, is going to hit the Emerging Markets very hard. But hey, we may live in this Inflationary Effect for several more months, or the balance of 2004. I know the A.G. wants us to be able to inflate our way out of the debt. But I suspect A.G. is not going to get his wish.

To: russwinter who wrote (5924)	1/23/2004 10:10:12 AM
From: Crimson Ghost	Respond to of 110194

OSX at a new high this morning. Glad I bought back some on yesterday's pullback. Charts say another 10% up until next major resistance. And if the market starts to seriously hike its long-term oil price expectations -- we could see more than that.