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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: Mark Adams who wrote (161001)4/19/2002 3:27:41 PM
From: Joan Osland Graffius  Read Replies (1) of 436258
 
Mark,

I am also working from the seat of the pants commentary. <ggg>

What I was thinking about was the metals where the least expensive production reserves have been mined and the prices must go up to make the current reserves profitable. You are correct coffee has been interesting, but the coffee produced by Vietnam and Central America is crap - I like good coffee and buy mine from Hawaii - which is not cheap. <ggg>

Happen to be in the camp that think the US dollar is in a bubble and has been hiding inflation. I have been thinking this for over 3 years and have been dead wrong. <g>

If Russia and China can deliver the base metals at a lower price this would cause price stability or go lower in price.

Joan
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