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

To: mishedlo who wrote (69830)	9/15/2006 12:38:26 PM
From: russwinter	Read Replies (4) \| Respond to of 110194

disingenuous way that every price rise here is labeled inflation.> As for myself I feel I try to be objective, and report things as they are. I simply fail to any signs whatsoever of deflation right now. I don't think many reasoning people would disagree either. Not that it couldn't happen, but that's not the trajectory we are now in. Did you happen to see the import price report this week? That will be the big story going forward. The Asians are raising prices. Imports coming into US ports are at record levels to boot. bls.gov

To: mishedlo who wrote (69830)	9/15/2006 1:00:28 PM
From: John Vosilla	Read Replies (3) \| Respond to of 110194

Mish I notice much smaller portions in restaurants where the price hasn't gone up. Also ever notice how less full the bag of chips are nowdays when you get that meal deal at Subway or Quiznos? The RussWinter intuitive model in action perhaps? So home prices go back to mid 2004 levels perhaps a drop of 15-20% off the top on a nationwide basis. Many folks get foreclosed on but rents will be rising dramatically due to rising operating costs that still had never caught up to home prices and tight supply due to the end of the construction boom and an even bigger pool of renters. Rising rates create even more cost pressures that must be passed through. Sure if you think deflation/soft depression is coming along with 20% unemployment and 2% long term treasuries best of luck. It is out there and if you are right you will be a star. Is that the hope? Haven't you been calling this for many years already?