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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (37085)	7/14/2008 5:35:10 PM
From: TobagoJack	Read Replies (5) \| Respond to of 217752

revelation :0) in the mean time, just in in-tray player #1: Had lunch with one of Walmart's largest suppliers today. He had a 1.5 hour meeting with Lee Scott, Walmart's CEO a couple of weeks ago. Both him and Lee Scott have come to one conclusion. Costs are going up and strongly. Walmart is no longer able to hold the line on price increases. They are having to pay substantively more for goods, as producers are giving them two options: 1 - pay more or 2 - they will no longer supply as current pricing equates to bankruptcy at current purchase prices of goods..... player #2: the principle still remains though - for price increases to stick, the money supply must expand commensurately, or alternatively, prices for other goods must come down. this is of course a very simplified description of the mechanism, there are other factors, like e.g. the amount of good produced in the future, the demand for money, etc. anyway, if i were to guess i'd say the central banks will attempt to increase the money supply, and since the commercial banking system is currently shrinking rather than expanding its asset base, it means fiscal debt is about to explode and much of it will end up monetized.