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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 (9140)3/2/2004 10:29:12 AM
From: westpacific  Read Replies (2) | Respond to of 110194
 
Coming into the end of the 3rd Kitchin Cycle, and it is set up for a big drop, will have to see how this reinflation trade by the FED can stop it.

Folks that are so bullish have to understand this whole move is a reinflation move by the FED CRIMS.

The bigger question is along the lines of your argument RUSS, the whole move by them is causing massive inflation in many sectors and how far can they take this move without serious risks.

What a game.

West



To: russwinter who wrote (9140)3/4/2004 8:36:45 PM
From: yard_man  Respond to of 110194
 
see tonights contaryinvestor for a chart only your mother could love <g>

ISM prices paid overlaid with FF for the last few years <vbg>