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Politics : Welcome to Slider's Dugout
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From: panning4gold12/19/2005 6:45:15 AM
   of 50767
 
A variation on the trade the traders theme.

Message 21982442

"But within the mining and oil sectors of the market, we have very few analysts covering them. And it relates to our basic line…our Obesity Index. Which is, that obesity is dangerous to your financial health if you invest in an equity group where the weight of analysts on Wall Street is heavy in relation to the group’s weight in the index, you’re going to lose.

What you want are the Anorexic Index, a few scared, skinny analysts who are too frightened to issue a bullish forecast. That helps to explain why it is that for four years now the Wall Street consensus on oil prices and on the earnings of the oil companies has been that they’re going down. And in the base metal stocks, why it is that such low price assumptions are used for the base metals going forward. "

Don Coxe
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