Replies to post #1293 on Mostly: Classical

[jrhana]

to me the transportation index reflects

just that


transportation

things and people will be moving in the economy

Crude and finished products will be shipped and people will be travelling

This means the economy will be active not mired in some deep morass of a nuclear winter.

Plenty of challenging problems to work through, but my scenario actually is for the eventual coming of an inflationary boom.

Then a Volcker type comes along to save the currency and cool things off

This scenario of course fits with a commodity boom

Rev up them jet engines
put coal in that train
gas up that truck

[KastelCo]

Yep.. Michael,
as we now know that a bond market collapse doesn't necessarily mean the end of stocks.
Just like lack of employment growth doesn't mean the market can't rally or if the market rallies we get jobs...

regards
Kastel