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

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To: ItsAllCyclical who wrote (66670)	5/19/2000 5:20:00 PM
From: BigBull	Read Replies (2) of 95453

JimL, the pieces are starting to fall in place for me now. I am becoming ever more convinced that inflation will come to dominate market thinking in the short and intermediate term. Ok, so that is not a statement of genius. The theme has been sounded many times on this thread by various and sundry illustrious posters. What is unique for me is to believe in this scenario for the longer term. What has driven me to this point? Well, it would have to be something above and beyond normal business cycle dynamics. IT IS. IT is CHINA. cnnfn.com The EU allowing China to enter the WTO virtually guarantees US passage this coming week. The EU was the toughest nut. That nut is now cracked. This will put enormous pressure on Congressmen in the HR who are undecided to swing towards passage. I will develop the China story over the weekend. But for now, I simply wish to state that China will begin to exert ENORMOUS pressure on world commodity prices. Greenspan, knows this and knows he is now fighting a losing battle. IMO the great asset class shift is on. Hard assets are about to come into vogue after a 20 year down cycle. More later. Bull

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