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

To: Jim Willie CB who wrote (7460)	2/9/2004 2:37:55 PM
From: russwinter	Read Replies (2) \| Respond to of 110194

<Russ makes a consistent solid argument for why prices should rise the only problem is that they are only rising for speculative goods e.g. stocks, bonds, real estate wherever Asian production output is involved, FAHGETTABOUDIT> You guys are getting time warped on this. Just doesn't square with the facts. There is a whole plethora of products and goods subject to intense inflationary pressure right now. Inflation in China itself it taking off in a major way, why would you assume they will just sell at a loss to us? In fact, where is the evidence that Chinese imports are still so dirt cheap, TODAY? Finally, where is the evidence of weak consumer demand (not the same as job and income growth when you can borrow), TODAY? Trust me, I'll keep giving them to you, but I wish people would use this thread for more fact finding and not just expounding a dated thesis. And for those who wish to continue expounding the dated deflation thesis, please let's see some more current day third party evidence of it, and not always just your f--g opinion! Do I need to start an inflation watch thread? The evidence I see is that inflation started up in about Sept. and going into Dec-Jan. and now Feb. is just raging. It's across a broad spectrum and well outside of asset inflation. I think the normal Wall Street channels are missing it, because they're in some ivory tower somewhere, and not paying close enough attention. Plus, like misheldo they just accept govt statistics and pronouncements from sycophants like Berankee and Greenspan as the gospel. It's like turning on your radio in 1944 Germany to get your war news from Joseph Goebbels.