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

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To: Joan Osland Graffius who wrote (235226)	4/12/2003 9:36:55 PM
From: Box-By-The-Riviera™	Read Replies (2) of 436258

hmmmm... i'm thinking more along different lines, perhaps prematurely... but commodities in general, and supply issues specifically... the current oil price correction feels a lot more like an emotional point of view than one based on merit... which is to say, temporary. and secondly, the stocks upstreamers, no refining, and some support stocks like mtrx have not been battered very much, though they didn't move during the 39.95 price point either... however, as i thought, they've remained stable during the correction too... hence, leg up now in the making? as they anticipate where we're really going? the recession based falling demand scenerio in the near and mid term has continued to NOT take into account where demand has gone, which is to say, it was exported elsewhere, china being the example here. only the buyers of cheap goods have an economic death spirial theoretically at the moment, producers keep ramping up on the other side... basics don't change... they are a constant in that formula. just a thought. hardly proven. add this year's weather patterns and gas supply on the other side of the coin... well...?

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