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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Knighty Tin who wrote (163891)5/5/2002 3:09:57 PM
From: Joan Osland Graffius  Read Replies (1) of 436258
 
KT, >>3. Jim Rogers thinks we are in recovery, which is why commodities are soaring, along with real inflation.

I heard him comment on this yesterday. He sure understands the commodity market better than I do, but the demand for oil is down - just a higher price, nickel has gone up because of Russia keeping this mining industry as a state run business, and I believe gold's increase in price is concern of currency fluctuations and hedgers eliminating positions. Food commodities look like they are in normal worry about weather mode. Wish he would let us know where demand is increasing which should be a signal of economic recovery.

BTW, looked at the 10 year treasury chart and copper. These two commodities seem to go in lock step. Have not thought about this very long - maybe long 10 year treasuries and short copper could be a good play where one could keep the interest income from the treasuries. Needs more study!!!!

Joan
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