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

To: yard_man who wrote (6737)	2/2/2004 2:19:47 PM
From: russwinter	Read Replies (1) \| Respond to of 110194

<profit killer> Not much doubt there. But I guess I have a problem with the notion of "selective inflation" (if that's what it is?). I guess it's only "real inflation", when it hits Ben Bernanke's pocketbook? Well, I think that will happen soon enough, if not already. Meanwhile this inflation is real enough to the firms who have been hit hard with high input prices. Why doesn't that matter, pray tell? <Also don't get too whipped up about diffusion indices > It's a very good in the trenches indicator, and it's showing a pervasive, strong and now accelerating pattern now: Prices paid: Aug 53.0 Sept 56.0 Oct 58.5 Nov 64.0 Dec 66.0 Jan 75.5 btmna.com