Gold Price Monitor Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Gold/Mining/Energy : Gold Price Monitor

GDXJ 97.44

-1.2%

Nov 14 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: goldsheet who wrote (96109)	10/22/2003 8:24:24 PM
From: goldsheet	Read Replies (2) of 116762

About a year ago, I mentioned we should all be looking at base metals (not precious metals) as a leading indicator to the world economy (especially China demand) and the eventual level of gold (much higher, but not yet) Anyway, I was provided the URL for great PDF report from Citigroup published October 13, 2003. idorfman.com It's 143 pages (1.7MB), so you must really want to learn something if you download it ! Summary: We appear to be in the early stages of a cyclical recovery in commodities .... with the potential to be more powerful than the 94/95 cycle and more like the commodity bull market of the late 1970s .... Demand could match or outstrip that seen in previous peaks (driven by China) Inventories are low for this stage of the cycle ...... Supply is limited in some commodities ........ The focus is on copper, nickel, and aluminum, but if you make it to page 73 there's a wealth of data for gold investors. Have fun !

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next