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

To: Knighty Tin who wrote (7221)	5/28/2004 11:56:16 AM
From: russwinter	Respond to of 116555

Actually what has been coming out of these manufacturing reports is very consistent: extreme price pressures (note prices paid is another high of 80) and very low inventories in essential input goods, and intermediate parts and products . Message 20162468 The bloated inventories are showing up in key "bubble" certain areas like homes, and vehicles. Totally supports my maladjusted thesis. It's a very peculiar brew. This is what happens when you manipulate, and hyper-stimulate events each and everyday just to benefit cronies and their trading desks. It's looks like this. Message 20174409 How else can anybody explain why offshore rigs are sitting in dry dock with $40 oil and $6.50 gas?