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To: Sober who wrote (78115)	5/14/2009 8:08:01 AM
From: Cogito Ergo Sum	Read Replies (2) \| Respond to of 118717

So from that .. the inflation rally is on the way ...

To: Sober who wrote (78115)	5/14/2009 9:06:23 AM
From: Keith Feral	Read Replies (1) \| Respond to of 118717

Reflation, inflation, growth, price stability - we need a little price boost. PPI was up a touch based on rising food prices. I saw an article on Yahoo yesterday suggesting that lobster prices had fallen so far it didn't make sense for the lobster fishers to gas up their boats. Prices had fallen from $10 a pound to $5 a pound. Now that they are so cheap, people are buying them for the same price as lunchmeat. Prices scrambled back to $7 or $8 a pound. So, I guess they can gas up their boats again.

To: Sober who wrote (78115)	7/6/2009 9:23:56 AM
From: Sober	Read Replies (1) \| Respond to of 118717

A.I.R. (anticipated inflation rally) has now evolved to the point that it is possible to imagine trading the general market by taking direction from the dollar. When the dollar is falling from the 80 range back to the 79 range, go long the market. When it begins to reverse from the low 79s, then go to cash or go short. The market has been very much directly (inversely) pegged to the dollar for weeks, at least, and I see no reason it will change, except that I anticipate the dollar dropping well below 79 at some point, and at that time the stock rally will really pick up steam. This weakness of the market when the dollar is strong gives further credence to the notion that any rally of the markets has at least some component of adjusting the stock price for the weaker dollar, hence, AIR. Maybe too simplistic, but it works. Sober