Doug Henwood wrote:
> So if hedge funds buy oil when a pipeline blows up, is that conjunctural or
> speculative? If real users hoard because prices are rising, is that
> speculative or fundamental? Does a piece of news about political instability
> add $5 or $20 to the price - or nothing? Reactions to news are also infected
> by the speculative mood. I don't know how you'd tease all these things
> apart.

obviously many real-world (empirical) phenomena are mixed. The only
way one can get a first guess at how to tease all these thing apart
would be to have a good theory (both deductive and inductive in
origin) of how the market works.
-- 
Jim Devine / "Segui il tuo corso, e lascia dir le genti." (Go your own
way and let people talk.) -- Karl, paraphrasing Dante.
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