Sunday, May 11, 2008

CATCH 22

Transport rally stemmed from Buffets interest and higher oil? (alternative to trucking?)

Investment in alt energy funds or stocks key ahead of Dem's victory?

How wounded gold bull? With $$ rally oil's rise suspect along with WANING DEMAND FROM YES R?? NO!!!!!

Price back below my recent downtrend line, ominous PEEK above preceded.

Strength is VERY SELECTIVE....APPL etc.

INFLATION WHERE IT HURTS.....food energy etc.....( I have FUEL SURCHARGES NOW FROM MOST SOURCES) price increases coming mid year now and now incl's CHinese manuf

DEFLATION WHERE IT KILLS....ASSETS...stocks....HOUSING one of MAIN drivers of economy.

HOUSING PRICES NOT STABLE OR BOTTOMED......leads to addt'l Banking write downs.....

CREDIT CRUNCH NOT CREDIT EXPANSION.....banks tighten standards.....STRANGLING ECONOMY

SOME SPENDING YES.....BIZ out there, but for those who shake a fist of paper....

Happy Mothers Day!

Duratek

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