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

To: Wyätt Gwyön who wrote (58473)	4/17/2006 2:52:35 PM
From: russwinter	Read Replies (1) \| Respond to of 110194

This monster commodity run, truly has to present all these monetary authorities with some very difficult challenges now. Pause now? this is really nasty stuff. It seems to be a deadly brew of a maladjusted, overheated global economy, supply and geopolitical issues, aggressive leveraged speculation, and even the strong rancid smell of a crack up boom. I always thought much of this would be passed through, but really didn't think it would be quite this easy. Look at the transport profits. They are really going to have to doctor the inflation data now. PPI Tuesday and PPI Wednesday, another big made up joke to get the markets back on track? Can't stand to watch.

To: Wyätt Gwyön who wrote (58473)	4/17/2006 3:38:12 PM
From: ild	Read Replies (2) \| Respond to of 110194

Oil closed over $70, gasoline is up $.60 since mid February. A year ago Roach said that six months of $50 oil would cause a recession.

To: Wyätt Gwyön who wrote (58473)	4/18/2006 12:17:37 AM
From: booyaka	Respond to of 110194

it's interesting that Greenspan and the other idiots running our national monetary policy consider commodities to be in a Nasdaq-style bubble now. but as the recently released proceedings of 2000 show, they didn't consider the Nasdaq a bubble then. They distinguish between good bubbles (i.e., ones that keep the game going for the time being) and bad bubbles. Good bubbles are "recognizable only in hindsight" (after all, millions of sophisticated investors can't be wrong, can they?). Bad bubbles pose a threat of unmasking the Maestro and therefore must be dealt with.