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

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To: SliderOnTheBlack who wrote (75175)9/30/2000 12:09:18 PM
From: ItsAllCyclical  Read Replies (3) of 95453
 
Oil - Inflationary or deflationary... (Don Coxe)

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He argues that this time will be different (deflationary).

Slider, assuming he's right do think your gold investments will stay flat? Or do you feel a falling dollar will be enough (post election)? I know you've talked about the consumer debt levels as well so there could be numerous catalysts. Just thought it was an interesting take talking about high oil prices being potentially deflationary.

(He talks about energy exclusively 20 minutes into it - he's still very bullish on energy)
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