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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: smolejv@gmx.net who wrote (37073)8/10/2003 6:55:09 AM
From: TobagoJack  Read Replies (2) of 74559
 
Hi DJ, I am not worried about California or Arnie, because I think I know what will happen in California (dissipation, depreciation, redistribution) and I believe no one, including Arnie, can make too much of a difference on the way towards Argentina, i.e. obligation repudiation.

I am concerned about oil. I again post this script foi.missouri.edu , and am worried that this Message 19195687 will lead to an energy crisis of some sort, one way or another path, cutting short ACF Mike's script of 7-year boom before demographic bust.

I think gold and Russian & Canadian energy shares of old conventional oil and new age oil sands are relatively safe bets.

Chugs, Jay
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