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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (39070)	9/2/2010 10:35:16 AM
From: E_K_S	Read Replies (2) \| Respond to of 78476

Hi eliminator Is this the first indicator of pending inflation? Are global commodity prices fixed to move higher? There are a lot of cross currents in the market. Pending deflation (U.S. housing market still need to fall another 30%), a bond bubble ready to burst, double digit unemployment in the U.S. and the concern of a double dip global recession. From the article you posted:...“Food inflation is one of the main causes of build-up in inflation we are seeing this year,”... How much will the Fed allow inflation to rise before they start raising interest rates? It's a no win end game that will eventually hurt bond and equity holders. I am betting that holding companies that own the raw materials will get hurt the least. The BRIC countries will fuel future world wide growth along with the other smaller emerging countries. The trick will be to find those companies that own the hard assets can move and/or process them into goods and services for these emerging markets and to buy them at value prices. Companies that can pass on these higher prices should be winners too. Got any ideas on which ones? EKS