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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 (27926)	3/6/2005 10:51:54 AM
From: quehubo	Respond to of 110194

I am not sure what to think with this big run up in commodities. Therefore I have been cashing in and holding large cash positions relative to what I am accustomed to. Many people I see daily are good examples of typical households. They dont seem to worried about credit cards or their jobs, mostly they see health care cost as the biggest threat against their lifestyle. Employers are doing a good job of transferring costs to employees to make them more of a stakeholder in the heath care decision making process. I think the manufacturing sector is doing quite well and I see electric demand increasing mostly from economic demand and housing. I just bought a home in Chicago, well I mean I ordered one. There are much more buyers than there are existing homes. People have money and they appear willing to spend it. Now if inflation does kick in I suspect people with high revolving debt will be singing a different tune. I mostly worry about China economic growth or a terrorist strike on the scale of 9 11. More probable, I think (hope) the fast money will soon look for a reason to take profits in commodities and energy will see one hell of a profit taking sell off.