Monday, February 14, 2011

FREE LUNCH IS OVER

"Clothing prices to rise 10 pct starting in spring "

"The era of falling clothing prices is ending. But as the world economy recovers and demand for goods rises, a surge in labor and raw materials costs is squeezing retailers and manufacturers who have run out of ways to pare costs."

NOPE, NO INFLATION BEN! Highest prices for fuel in Winter ever....NOPE NO INFLATION must be roaring economy!

Unemployment falls to 9% a drop of .8% in 2 months, one of the fastest decline in history....MUST BE STOKED ECONOMY? NOPE record amounts giving up and falling off the rolls or SNOWED IN.

DEMAND for our bonds keeps falling, FED balance sheet has bulged to $2.5 TRILLION! BUT bullish % for US Treasuries is in single digits.....some kind of rally is imminent.....and if yields catch a bid, that should coincide with a stock market decline.

Duratek

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