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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: bond_bubble who wrote (58992)	4/21/2006 5:20:51 PM
From: regli	Read Replies (1) of 110194

I do read Andy Xie quite frequently but I have very little respect for his views on commodities. I am certain that Darffot and others can easily and quickly pick apart his inventory argument on oil. As Cox has explained many times, once CL went from backwardation into contango, inventories were bound to grow. However, I simply found this one to be the kicker as I have been a long time silver investor: "Silver is up by 58.1% this year. Nobody has come up with a story to explain it. The race is on to see who can come up with a plausible story quickest." The fact that he couldn't even find somebody with a story about a commodity that has been in a 60 year production deficit, shows me the lack of depth of his analysis. If his other opinions are as superficial as this one (and I believe that his CL and AU arguments are) then I have to question most of what he writes and I now do! If a analyst doesn't want to know the real story and therefore ignores obvious facts to further his argument then he doesn't deserve to be taken seriously.

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