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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 (8219)2/17/2004 12:13:20 PM
From: yard_man  Read Replies (1) | Respond to of 110194
 
thanks -- this is what we both expect for the interim, I s'pose. Question is: will they every be able to pass it along ... I say no, except for direct, and price-inelastic "needs."



To: russwinter who wrote (8219)2/17/2004 12:17:00 PM
From: Jim Willie CB  Respond to of 110194
 
no doubt, widespread cost inflation is evident

the most alarming to me is copper hitting 130
this is regarded as the best industrial indicator
housing, electronics, etc

that Taseko stock is now a triple since I mentioned it in November
/ jim


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