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Gold/Mining/Energy : Precious and Base Metal Investing

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To: Stephen O who wrote (29093)4/14/2004 6:46:25 PM
From: TheSlowLane  Read Replies (3) of 39344
 
The physical inventory and demand issues are the things that have kept me in the base metal stocks. Interesting point about Gartman. Richard Russell has likewise been referring to the copper "top" as a sign that confirms his view that there will be a flight from all assets into the dollar (initially, then at some point gold). But Russell has not addressed the issue of physical inventory. Russ Winter, on the other hand, has been keeping close track of a cornucopia of commodities and has pegged tin as the first metal that will get to zero inventory. And of course you've been keeping us apprised of the daily play by play on copper. It would be less stressful if I was betting someone else's money but I have not been able to arrange that.
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