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

To: glenn_a who wrote (93566)	4/15/2008 9:35:40 AM
From: Keith Feral	Respond to of 110194

It's pretty easy to comprehend the equation. I understand everyone in the futures pits like to draw this correlation between falling rates and rising inflation. However, if the problem is happening in countries outside the US, it is a systemic problem that has nothing to do with the dollar. I love all my energy stocks, metals, and miners like the next commodity person, I just don't see any correlation to a weakening dollar. Yesterday was a great day for my commodity stocks and a bad day for everything else. Today looks like the inverse with the exception of FCX. It all boils down to asset allocation. GL