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To: Jim McMannis who wrote (115384)	4/7/2008 5:05:42 PM
From: Paul Kern	Respond to of 306849

Mish will now call Energy deflationary because it cost AA profits. g Let's see: 1) The price of aluminum is up. 2) The price of energy needed to refine it is way up. 3) Therefore AA isn't making as much money and the price of the stock is down. 4) That's deflation. OK. I get it now. <G>

To: Jim McMannis who wrote (115384)	4/7/2008 5:07:52 PM
From: ChanceIs	Read Replies (1) \| Respond to of 306849

>>>Mish will now call Energy deflationary because it cost AA profits. g<<< OK I really don't understand the analysts and their view of inflation. They say things like....'high crude prices are inflationsry.' Makes no sense to me. I always harken back to Milton Friedman....."inflation is too much money chasing too few goods." Ben Bernanke is inflationary. All of the sheiks in Islam closing the oil taps are not. If gasoline goes up, guess what??? The price of a Big Mac and Starbucks latte goes down. Memo to self: You have been out of your Starbucks short for a while. Maybe time to look at reentering. Probably sell 4X the number of naked CMG calls to boot. Throw in a few MHK why not.