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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 (6382)	1/28/2004 8:26:45 PM
From: loantech	Read Replies (1) \| Respond to of 110194

Come on Russ it is simpler than that. <g> Inflation is there every time my wife pays a heating or insurance bill and there every time I do the grocery shopping. It is there every time I write a new home loan as home prices have steadily advanced. It is all over the damn place.

To: russwinter who wrote (6382)	1/28/2004 9:09:09 PM
From: yard_man	Read Replies (1) \| Respond to of 110194

I HAVE been reading your posts and I am not in "denial" -- I said from the CRB, such price rises are obvious -- they are even obvious in other areas as well -- I just wouldn't say ubiquitous -- e.g. some mfr'd goods from China I can buy at the local WMT. You didn't read MY post ... Trying to get to a real simple question in your calculus of what is going to ensue here, since you are a bond bear: there are obvious price rises in the places one ought to look for them first -- in the "inputs" -- they are obvious for everyone to see -- government statistics discount them heavily, either through ignoring them outright (e.g. core rate) or through machinations and "adjustements" ... you seem to imply that when the BLS crowd can no longer deny the truth, that the bond market will also "get it" MY questions are simple -- if that is your thesis -- what will be the tipping pt? And why haven't the markets revealed the government fabricators as liars in the first place? Does everything depend on what Asian CBs decide about where they want the Yen to be??