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Strategies & Market Trends : Natural Resource Stocks
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To: isopatch who wrote (1004)9/26/2003 6:08:14 PM
From: Jim Willie CB  Read Replies (1) of 108614
 
yup, but will no way on Phelps Dodge (best copper play)
I expect industrial sluggishness
but financial crisis instead

so tough price demand on copper
and extreme price demand on gold

an interesting byproduct twist effect is coming
weak copper demand will keep some CIOG mines closed
so the gold byproduct will not be in flush supply
real nasty cross-current

so go with gold
/ jim

p.s. CIOG = copper iron oxide gold
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