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AMZN 222.530.0%3:59 PM EST

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To: craig crawford who wrote (130481)8/24/2001 2:21:50 AM
From: GST  Read Replies (2) of 164684
 
Hi Craig: I am in Japan, The sentiment in Asia is remarkable for is strong negative tone -- words like "coming depression" are being used. I think that the massive reflation of the Japanese economy, and a desire to reflate the US economy, combined, will have an impact on all prices -- including commodities. There is now "easing" -- I am not talking about "easing". I am talking about massive liquidity to get these tankers off the rocks before they break up and pollute the world economy. That is almost certainly going to affect commodity prices -- I would focus on those that are the most positional -- gold comes to mind. Of course the commodity of choice might turn out to be the most man-made -- stock certificates. Good luck.
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