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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: russwinter who wrote (11582)4/9/2004 10:09:20 AM
From: Haim R. Branisteanu  Read Replies (1) of 110194
 
thanks russ, I would not argue that the price of copper will fall substantially but level of for a while as I think that more supply will come to the market. There are many small mines that above certain price levels start to be profitable and they add up.

Further keep in mind that EZ is not in a recovery mode yet and I suspect that the US consumer will slow down. Both events will lower the economic expansion in Asia the main consumer of pent up demand of commodities.

I do believe that food related commodities will continue to rise due to the improved standard of living in Asia and world wide population growth
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