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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: energyplay who wrote (40294)10/27/2003 3:46:53 PM
From: Snowshoe   of 74559
 
Lately Calandra has been flogging the China + natural resources connection like one of Meryl Streep's oxen on the march south to Lake Natron in the movie 'Out of Africa'. He seems kind of over the top and oblivious to the report that the Chinese authorities are starting to rein in credit.

I did buy ITRA after his pump in August 2002, which I mentioned on this thread. Sold half for a nice gain and still hold half.
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