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Non-Tech : The Woodshed
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To: yard_man who wrote (7667)5/21/2004 5:31:55 PM
From: TheSlowLane  Read Replies (1) of 60911
 
I'll be posting the Coxe transcript later, you should check it out if you are interested in base metals. In a nutshell, Coxe says that there is a "wall of money" sitting on the sidelines waiting to re-enter commodity stocks if the Fed is able to raise a couple of times without cratering the economy (mortgage-backeds, in particular). The other condition will be if China is perceived as reining in growth without also cratering their economy. For now, he has never seen such a universal consensus among the funds and institutions which make up his client base (all having a wait and see attitude).

Paul

p.s. My guess is that Stephen O has views that are closely aligned with Coxe, but he can speak for himself.
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