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Strategies & Market Trends : Commodities - The Coming Bull Market
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To: zinc-man who wrote (1510)2/10/2003 3:11:45 PM
From: Robert Douglas  Read Replies (1) of 1643
 
My thesis is simple - world growth.

The IMF numbers have the world output growing 3.3% a year between 1984 and 1993 and 3.5% growth a year between 1994 and 2003.

Contrast that with the growth of the last 2 years at 2.2% and 2.8% respectively. That's sub par growth that won't continue, IMO.

When world output gets back up near 4%, the world will be needing lots of metals and other commodities particularly in the developing countries of the world.
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