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Gold/Mining/Energy : Copper - analysis

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To: jennifersilversun who wrote (1300)	10/5/2005 9:05:09 PM
From: TheSlowLane	Read Replies (1) of 2131

jss - I like the Coffin brothers too. As for China...clearly US consumption is important to their economy. However, I think that China is well aware of our financial condition and has been moving as quickly as possible to increase the relative amount of trade that they do with other Asian nations as a means of reducing their dependency on the over-stretched US consumer. Don Coxe has made an analogy of this period to the post-WWII period, where you had 70 million people in Western Europe and the US moving in to the middle class. That was the last big boom for the base metals. Now you have a situation with a few HUNDRED million people acquiring middle class aspirations. This at a time when the low-hanging fruit has already been picked and when environmental considerations have lengthened the amount of time required to bring a deposit into production. Coxe claims that this is not a "once in a lifetime" opportunity, but a "once in world history" opportunity. It sounds like you got to hear Paul van Eeden speak, I hope you also had a chance to catch Lawrence Roulston! Cheers!

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