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Politics : Formerly About Advanced Micro Devices
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To: Jim McMannis who wrote (154609)11/8/2002 12:07:50 PM
From: TGPTNDR  Read Replies (2) of 1577903
 
Jim, OT -- Investing.

Looks like the housing stocks are starting a fall.

I'm pretty negative on the market.

I think there's still a whole lot of excess capacity in most sectors -- and that as the economy continues to slow that the excess capacity will get worse for a while. And that the support from unemployment insurance will start running out. And that municipal governments will have to start cutting back as taxes fall. And that will create more unemployment, etc.

I also think the world knows how to stop *DEFLATION* -- just print money. As they did in the '70s to create *STAG-FLATION* instead. (There are things that could change my opinion, like the cheapening of oil.)

But my questions to you are: Given a prognosis something like I outlined, what mining stocks would look good to you? What mining stocks look good to you based on your own assumptions? What are your own assumptions on where we are headed?

TIA,

-tgp
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