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Is Anyone Benefiting From Global Inflation? [View article]
As an addendum to my previous comment, I would like to note that where it reads "China and India didn't weigh (...)" I meant "China, India and emerging countries (...)".
Is Anyone Benefiting From Global Inflation? [View article]
@Aly-Khan Satchu. You say: "Clearly, the Beneficiaries are those who are long of resources."
And that's exactly what Samuel said when he pointed out "Farmers, oil producers and all the people involved in the commodities supply change are the big winners". Nobody's is more "long" on agricultural resources than landowners.
To agree to the idea that prices would turn to be fairer we need to adhere to the notion that they were not such in the past. However, no illusionary pricing ever existed (as you refer in your Carroll-esque depiction). It's just that China and India didn't weigh as much as they do nowadays; with their incorporation the market players change, and this is reflected in prices. There's no room for a call on belligerence against westerners.
Is Anyone Benefiting From Global Inflation? [View article]
Is Anyone Benefiting From Global Inflation? [View article]
And that's exactly what Samuel said when he pointed out "Farmers, oil producers and all the people involved in the commodities supply change are the big winners". Nobody's is more "long" on agricultural resources than landowners.
To agree to the idea that prices would turn to be fairer we need to adhere to the notion that they were not such in the past. However, no illusionary pricing ever existed (as you refer in your Carroll-esque depiction). It's just that China and India didn't weigh as much as they do nowadays; with their incorporation the market players change, and this is reflected in prices. There's no room for a call on belligerence against westerners.