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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: mishedlo who wrote (25178)1/23/2005 11:31:12 AM
From: rubbersoul  Read Replies (1) of 110194
 
Mish,

You mention that "Energy could even rise in the short term with geopolitical concerns". Is it also possible that the energy sector might not be hit as hard as the base metals industry by the slowdown due to the fact that people will have no choice but to heat their homes in the winter, power their air conditioners in the summer, drive their cars to work, etc..?

Cheers,
John
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