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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: russwinter who wrote (3525)12/17/2003 12:46:13 PM
From: Jim Willie CB  Read Replies (2) of 110194
 
I give importance to OPEC comments on weak US$
that signaled a speculative rush into crude oil and natgas
before 2004 is too far along, I expect much more open talk and actual defiance in pricing oil in euro denomination

the Arab and MidEast world does most of their commerce with Europe
and takes in money from American sources
they are losing badly in the dollar slippage progression

my portfolio is now more energy weighted than precmetals

/ jim
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