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Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers

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To: Mr. Aloha who wrote (18035)	8/11/2006 1:01:38 AM
From: jackjc	Read Replies (2) of 78412

There are good points on both sides of this topic, one of the central questions to be answered concerning many of our jrs. People that visit frequently or are associated with China are often the most positive; Roulston, Monty Guild (Sinclair), etc. They claim that the BRIC ecomomies will replicate what the US etc went through in its modernization, unstoppable demand. Others take the conventional view that has applied since that time, of supply alternately overwhelming a retreating demand. J.Kaiser said last yr that the 'cyclical bears vs structural bulls' debate would be decided in 6 months or so, then delayed the timing. But still favors the bulls. I have bet on PM's, especially silver, AND base metals zn,cu, and specialty metal molybdenum. If a US recession does hurt base metals I will just wait it out as I don't jump in and out of these things. Gonna be a very interesting 6-12 months.

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