Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: russwinter who wrote (2069)	3/15/2004 10:40:43 AM
From: Wyätt Gwyön	Read Replies (10) \| Respond to of 116555

looks like a silicone implant double top on Basic Materials bigcharts.marketwatch.com i'm sure your inflation theory accounts for this somehow, ho ho ho

To: russwinter who wrote (2069)	3/15/2004 10:45:49 AM
From: yard_man	Respond to of 116555

but I think you miss the fact that much of what is transported is not staples -- when demand slows as it must for building supplies and the things folks are filling up their new houses with -- it will be apparent whether there was under supply of transport. Does that mean the prices will fall for foodstuffs? -- probably not -- but it DOESN'T mean that the prices for other goods WON'T fall in spite of higher fuel costs ... I think they will. Esp durables. You are right price rises are uneven -- but if you think what you posted means that we are heading into a time of shorter and shorter supply of transportation and that this is going to be pushing prices -- YOU are missing the larger picture, IMO.

To: russwinter who wrote (2069)	3/15/2004 10:54:16 AM
From: mishedlo	Read Replies (1) \| Respond to of 116555

You guys act like it doesn't exist because it isn't applied evenly, that someone draws a "get out jail free" card that might allow him to go around the board one more time. Read, Triumph of the Optimists, great history of price instabilities and great inflations. They ALL have this popcorn like tenor to them. If you are so convinced, I suggest tripling up on Eurodollar shorts then. Short some Euribors while you are at it. Interest rates will be rising the world over. M