SI
SI
discoversearch

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


To: mishedlo who wrote (11406)4/6/2004 12:03:49 PM
From: Jim Willie CB  Respond to of 110194
 
ngas has not come down, in fact it is up

10 days ago, NG was 5.30-5.40

now 5.70-5.80

I do not believe China is deeply involved on NG demand
they take LNG deliveries though

/ jim



To: mishedlo who wrote (11406)4/6/2004 1:22:53 PM
From: russwinter  Respond to of 110194
 
<Some are worsening and some are not..

The corporate reports have been coming out, and so far the message has been consistent, "price powering" (translate inflation). This term also showed up consistently in some of the recent conferences on food companies and retailers. When I wandered around a poorly stocked Wal Mart yesterday looking at the price changes, I thought, "small wonder revenues are so good". The consumer is taking the prices with his and her credit card and new mortgage. I'm calling it FIP, the Fed's "Fully Funded Inflation Plan" for America and the world.