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Strategies & Market Trends : Natural Resource Stocks
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To: ItsAllCyclical who wrote (20603)1/28/2005 1:52:46 PM
From: jimsioi  Read Replies (2) of 108709
 
IAC, on Rough and the key point....

"Should US private consumption ever falter -- admittedly, a long-standing concern of mine -- then the so-called “natural demand” for energy and other raw materials might mysteriously vanish into thin air."

HUGE, indeed...."india and china" - the leveraged play on the US consumer...makes me a bit nervous...Gives me an urge to raise some cash....
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