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

To: mishedlo who wrote (8474)	2/23/2004 9:29:50 AM
From: russwinter	Read Replies (1) \| Respond to of 110194

Since 2002? Why is that relevant to today's discussion? Your processing of this information is very flawed. The onset of this inflation is recent and dramatic. Please reread and note the time line information in the release. "U.S. steel prices have jumped at least 30% in less than two months and continue to rise with such frequency that suppliers can't predict them from week to week." A more useful comment, would be to find very CURRENT pricing information. For example, if you would post that Toyota or whomever, is leaving future model pricing flat, and is eating the input inflation, that would be very useful to all of us. Obviously in an inflation, there are going to be big losers, somebody's going to eat shit, so to speak. I'm real interested in knowing who, as there could be some great shorting opportunities. If everybody would do this, we might actually be able to create a great board here, and all make some real money on this concept?