tag:blogger.com,1999:blog-3758330678390419129.post641590477100550539..comments2024-02-13T02:39:22.756-05:00Comments on EconomicPolicyJournal.com: Is the Carlyle Group Expecting Major Price Inflation?Robert Wenzelhttp://www.blogger.com/profile/14296920597416905488noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-3758330678390419129.post-54506617637981314152012-10-05T01:17:50.437-04:002012-10-05T01:17:50.437-04:00Carlyle's press release stressed Vermillion...Carlyle's press release stressed Vermillion's ability to physically store commodities. <br /><br />http://peureport.blogspot.com/2012/10/carlyle.htmlPEU Report/State of the Divisionhttps://www.blogger.com/profile/10269683860174947542noreply@blogger.comtag:blogger.com,1999:blog-3758330678390419129.post-29168905645379097712012-10-03T13:26:45.264-04:002012-10-03T13:26:45.264-04:00Or they could be expecting more inflation, which w...Or they could be expecting more inflation, which would be a major benefit to a commodities value-player.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3758330678390419129.post-41919121854853211682012-10-03T12:22:57.496-04:002012-10-03T12:22:57.496-04:00Carlyle's purchase of Vermillion may be an inf...Carlyle's purchase of Vermillion may be an inflation bet or it may be a play to reduce volatility at the firm level with the inclusion of a non-correlated asset manager. Vermillion is a relative value player and while inflationary pressures may create more value plays, some of the most profitable trades tend to arise when one asset gains relative to others and then retreats back to the norm. SeanOnoreply@blogger.com