Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: TobagoJack who wrote (37655)	9/1/2003 7:18:34 PM
From: energyplay	Read Replies (1) of 74559

While the US was on vacation, everyone piled into Japan. See this weeks Barron's for a long article about how the selling of Japanesse equities is slowing, with both government debt and cross holdings reduced. Also, Yen is a bit up. Buying more EWJ, or a Japan mutual fund like MJFOX 9which has more Beta than Nikkei) seems to be a good move right now. For Paper gold, there is talk of Anglo American AAUK replacing Munich Re in the Dow Stoxx 50. Financials replaced with 'hard' assets. Rio Tinto and SAP are the other candidates to go in, anthother re-insureer to go out. Consider other metals - Copper - with (PD) Phelps Dodge or Nickel with (N) Inco. Might also be a good time for your favorite Vermillion - T & T beign the closest non- Canadian source of Natural gas - means a very quick trip for that expensive LNG carrier. Much shorter than Peru, Nigeria, Angola, or Indonesia. Safer than Columbia, where blowing up pipelines is now a community college course....

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