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<p>[QUOTE="SilverSurfer, post: 801654, member: 21603"]If anyone has been following the economic news recently, they will have heard about the fundamental disconnect in the supply vs. price of base metals. There are all sorts of thinking/reasoning on why this is happening.</p><p><br /></p><p>I only see two possibilities for the future. Either the markets are in another bubble with easy money for banker investing going into everything, making the entire market a bubble. Or, the current price is justified even though the stock piles are huge, which would indicate inflation. </p><p><br /></p><p>So, if the market is in a bubble, we'd expect a drop in the market once the bubble is realized and traders start to look at the fundamentals and return to them. Or, the money boosting the price is real, and when the stock piles start to be depleted, the price will soar (inflation).</p><p><br /></p><p>I'm sure there are other thoughts on this. Anyone care to speculate?</p><p><br /></p><p>Check out this article. <a href="http://www.kitco.com/ind/Wright/jan292010.html" target="_blank" class="externalLink ProxyLink" data-proxy-href="http://www.kitco.com/ind/Wright/jan292010.html" rel="nofollow">http://www.kitco.com/ind/Wright/jan292010.html</a>[/QUOTE]</p><p><br /></p>
[QUOTE="SilverSurfer, post: 801654, member: 21603"]If anyone has been following the economic news recently, they will have heard about the fundamental disconnect in the supply vs. price of base metals. There are all sorts of thinking/reasoning on why this is happening. I only see two possibilities for the future. Either the markets are in another bubble with easy money for banker investing going into everything, making the entire market a bubble. Or, the current price is justified even though the stock piles are huge, which would indicate inflation. So, if the market is in a bubble, we'd expect a drop in the market once the bubble is realized and traders start to look at the fundamentals and return to them. Or, the money boosting the price is real, and when the stock piles start to be depleted, the price will soar (inflation). I'm sure there are other thoughts on this. Anyone care to speculate? Check out this article. [URL]http://www.kitco.com/ind/Wright/jan292010.html[/URL][/QUOTE]
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