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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 (8740)	2/26/2004 5:26:04 PM
From: russwinter	Read Replies (2) \| Respond to of 110194

This is a good article, but I'd like to comment on the Mothersole part, where he speaks of this as a "typical commodity surge in the early stage of a recovery." Complete BS, I have a commodity price index going back to the 1970's. Really since the early 80's I see little comparison between the recent dramatic runup in metals especially, and the prior cycles. NOTHING looks even remotely this steep and dramatic (73% in one year, 27% in the last three months), joc.com so I'm calling him on that. This is atypical, something else is going on, and I've essayed what it is.

To: Jim Willie CB who wrote (8740)	2/26/2004 6:23:00 PM
From: yard_man	Read Replies (2) \| Respond to of 110194

>>With the selling price of the house already fixed, it is too late to pass along those increases. "We're caught in the middle," Ms. Gilbert said. "The builder is also caught in the middle."<< So what does she do in this pickle?? I think she has to raise her prices to anticipate additional future increases in her costs and she will probably add a kicker to make up for being run over at first ...