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Gold/Mining/Energy : Precious and Base Metal Investing
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To: Claude Cormier who wrote (30237)8/11/2004 4:14:02 PM
From: TheSlowLane   of 39344
 
Good points by Russ and Claude here. Don Coxe has made similar observations as well. Not only is there the generational thing going on with the current crop of analysts (all they know is tech), the 5 analysts still around that have seen a commodity bull market are employed by virtue of the fact that they have been very cautious. Also, because ALL of the commodity stocks are only 9% of the S&P, there aren't enough ride tickets for the carnival barkers to sell.
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