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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: Knighty Tin who wrote (6614)5/18/2004 6:15:08 PM
From: Earlie  Read Replies (1) of 116555
 
MB:

Rarely are you and I on opposite sides of a bet, but at the moment, I can't see being long any metals (save gold of course). If (as?) China's desire for commodities wanes, who takes up the slack? And if the real estate markets get hit, .....

Your thinking (if/when you get a chance) on this one would be appreciated.

Best, Earlie
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