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Gold/Mining/Energy : Big Dog's Boom Boom Room

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From: hilligas	3/4/2005 10:54:19 PM
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Jim P--I know your a good oil person and know the business as I have followed these threads for years--absolute great call on RRI,etc. I'm a small fry in the oil & gas business myself(all my life). What do you see as the breaking point in China's growth story?? 9,8,7,6,5,4.3% or do you see the decline in US economy creating it (no more consumption stopping them) or strictly a higher energy cost? If its strictly energy--at what price?? 50-60? Do you believe Matt Simmons on Mid-East oil status? Do you believe the weather could get back to normal (or God forbid, worse)? Do you think one of those amigos down in Venezuela might get really pissed at Chavez? (Poor ol W take the blame and whiff 13-14% of US imports down the crapper) ggg I know what a BIG correction is and does, believe me! I'm just trying to figure out the catalyst for the take on it right now. Hell, maybe it will be a whole parade of dip-shit analyst like the one I heard on TV today saying that it was time to Rotate out of 'OVERVALUED' and high rise energy market into TECH!!lol

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