On Apr 12, 2012, at 2:25 PM, Doug Henwood wrote:

>
> On Apr 12, 2012, at 2:04 PM, Shane Mage wrote:
>
>> This is shameless demagogy. Kennedy doesn't even admit that for  
>> every speculative dollar betting on a price increase there is a  
>> speculative dollar betting the other way.
>
> Then why do markets ever move in a sustained direction? There's  
> never a preponderance of buyers over sellers? This would be news to  
> anyone who participates seriously in the things.

That prices are rising shows that at the given price there is a  
preponderance of buyers over sellers, just as when market prices are  
falling it shows that there is a preponderance of sellers over buyers  
at the given price.  This is ABC.

Markets never move indefinitely in a sustained direction.  They may  
sustain a certain direction for a certain time--that's why bubbles  
occur, every bull seeking to sell to a greater fool.  But in the  
bubble's end they crash (oil fell by some 75% after the 2008 peak).   
How long does the upward direction last?  As long as more speculators  
are confident of their political "put" (the Iran embargo and war  
scariness--which Obama needs to maintain until November) than think  
that the peak has been reached.

> Enormous funds have come into commodity markets via commodity funds.

So commodity funds never sell ?

> They're a major reason that oil and food prices have gone up in  
> recent years.

There is no speculation in prices for eggs or sour cream.  But there  
is soaring worldwide demand for food grains, abetted by the bipartisan  
subsidy program for grain ethanol and aggravated by the climate  
effects of global warming.  These are "fundamentals," of which  
speculators are well aware.  Crediting speculators with such long-term  
price rises is like crediting roosters with the daylight.


Shane Mage

"scientific discovery is basically recognition of obvious realities
that self-interest or ideology have kept everybody from paying  
attention to"

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