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Strategies & Market Trends : Natural Resource Stocks

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To: crustyoldprospector who wrote (14101)	8/2/2004 2:50:45 PM
From: isopatch	Read Replies (1) of 108962

Crusty. Saw that. Good article. He's one of the VERY few out there as bearish as me. Posted a week or two back that we made our cyclical top in PMs and PM stocks late Dec/early Jan with other commodity and cyclical sectors coming on board as the year has progressed. Crude oil and maybe copper are among the few holdouts. Everything but the $ and Tsy bonds is in the process of settling into cyclical bear market behavior. Classic deflationary recession scenario in the works for early next year. Perhaps late 4th qtr this year, with numbers coming out after the holiday period. Isopatch

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