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And stop bumping this thread too please! Hang on, did I just... Doh!! ;) Cheers, Michael PS, Come on YM, don't make me put you on my ignore list too. I tend to like your balanced aanalysis even though coming from a biased start point. PPS RPI, I was one of those Dungeons and...

You forget China and India. In your lifetime global productivity is going to reach unparalleled levels. With that level of global GDP it stands to reason that assets around the world are going to explode in price across all categories. Soft and hard commodities are only one example of asset...

HG, I think we're actually close to agreement. The only difference is the way we paint it. I argue its just part of the normal boom/bust cycle and nothing out of the ordinary. You paint it as a Ponzi Scheme and the end of the world as we know it. I think this is just another iteration of...

Hi YM, Yep, agree with this too. So whilst fear rules the day, demand dries up. That's the second chart in my demand/supply series. But eventually that underlying demand based on "desired" household formation reasserts itself. And once any price correction plays out, greed will come to...

HG and others, One final post here, and at least then all the real facts are on the table for others reading this thread. Its clear that HG has a different take on the facts and a different interpretation of Demand/Supply, but that's his privelege. OK, I've already demonstrated factually...

OK, I'll give this one more go then right it off as a lost cause as it seems you're not really listening and are locked into your POV. Correct me if I'm wrong on this. OK, price is not a determinant of the underlying demand/supply situation. Ignore price for a bit and step back. Price is...

Hi HiredGoon, As you've gone to such great effort to spell out your analysis and conclusions, I thought I'd do you the courtesy of dispelling some of what I perceive as errors in that analysis in the same factual manner as you have. I too will use ABS statistics as the basis of my analysis...