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

To: gregor_us who wrote (14844)	6/3/2004 9:52:53 AM
From: russwinter	Read Replies (1) \| Respond to of 110194

Forget OPEC, they will produce flat out a little more unusable oil, of little solution, at least for the immediate problem, which will be electricity and gasoline. BFD I say. Watch hot weather, hurricanes, simmonsco-intl.com electric spark spreads, nat gas and coal. The problem has been the oversupply of new big oversized houses, with air conditioning. Residential is probably now pushing maybe 38% of electric use. The housing bubble is fueling a power generation Train Wreck. That's why power generation is up nearly 5% this year. Calf. especially is going to hit the wall this summer with outages and blackouts. We will see how the credit bubble does there with that, and $3 plus gasoline and vicious food inflation. See my various Big Dog and yahoo posts. Message 20186636 Message 20188299 and more.