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

To: Silver Super Bull who wrote (8462)	2/23/2004 12:07:04 AM
From: mishedlo	Read Replies (1) \| Respond to of 110194

You present good points. RE: "What % of finished product prices are commodities?" I will agree that it is relatively low. Please tell Russ. I bet it is very low. As long as labor costs can be squeezed down, commodity prices do not have to be passed on. Period. In fact, that is what is happening IMO. I am not sure of your definition of stagflation so I do not know whether or not I agree or disagree. If stagflation means rising interest rates I disagree. If it means stagnant or reduced profits, slow economic growth bordering on recession, then yes that is possible although I think we slip into a recession next year. If interest rates are hiked at all, I think a global economic recession is given and a depression is possible. Mish