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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: Eclectus who wrote (61454)3/4/2000 11:46:00 AM
From: BigBull  Read Replies (2) of 95453
 
Eclectus, Leeb got bullish on inflation scenarios way to early. Can I say he's been a broken clock bull on inflation? He may finally be right.

I don't think he's paid enough attention to the very powerful dis-inflationary forces in the economies of the world, so he jumped the gun. Hey look, I'm not bashing the guy, he's made some good calls over the years and I think he's got this one nailed, but he reminds me a bit of my first "investment hero" Jimmy Rogers. I still like Rogers for his uncanny ability to get to the party early in emerging markets countries, but he's been saying inflation's lurking just around the corner when it hasn't been for the last decade. IMO - NOW it is.
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