Tuesday, November 15, 2011
“This is especially important to remember in the weeks ahead, because if oil does rally above $100 per barrel there will be a plethora of overhyped headlines suggesting that it will mean doom for the US economy.  In that event, our advice would be, don’t believe the hype.”
(via Crude Oil Nears $100, But Gas Prices Remain Stable)
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…In the short to medium-term Bespoke, in the short to medium-term.  
Longer-term, continued QE will along with a pinch of end-demand (emerging or developed markets) will result in a long term problem of inflation as commodity prices keep on climbing.
True, short to medium-term  this decreasing spread will insulate the consumer.  But I’m interested in the bigger picture.  

This is especially important to remember in the weeks ahead, because if oil does rally above $100 per barrel there will be a plethora of overhyped headlines suggesting that it will mean doom for the US economy.  In that event, our advice would be, don’t believe the hype.”

(via Crude Oil Nears $100, But Gas Prices Remain Stable)

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…In the short to medium-term Bespoke, in the short to medium-term.  

Longer-term, continued QE will along with a pinch of end-demand (emerging or developed markets) will result in a long term problem of inflation as commodity prices keep on climbing.

True, short to medium-term  this decreasing spread will insulate the consumer.  But I’m interested in the bigger picture.