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.

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

To: russwinter who wrote (6344)	1/28/2004 3:19:59 PM
From: Crimson Ghost	Read Replies (2) \| Respond to of 110194

Well Russ looks like us bond bears were right after all. Those who remained stubbornly bullish despite absurd low rates must now pay the price. BTW as with all bubbles, the bulls never fail to come up with seemingly plausible rationales why they can persist indefinitely.

To: russwinter who wrote (6344)	1/29/2004 11:56:51 AM
From: Silver Super Bull	Read Replies (2) \| Respond to of 110194

RW: RE: "How companies deal with higher "operating costs" (translate input goods inflation)" IMHO these layoffs could be an indication that companies can't totally pass these input cost increases on through higher prices. If this is the case, it could lead to the profit squeeze I have written about before in previous posts. Laying off people in order to offset input cost increases is obviously an interim "solution" (if one wants to be charitable) at best. DB