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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum

GLD 409.23

-1.0%

4:00 PM EST

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To: 8bits who wrote (29263)	2/11/2008 4:32:47 AM
From: energyplay	Read Replies (2) of 219082

I expect we can have more people moving into the middle class in Asia, and modest world economic growth, while commodity prices retreat back to where they were a few years ago. Prices, including commodity prices, are set by the ratio of available money to available supply. With lots of the sub prime money gone up in smoke, and banks reluctant or unable to lend, there is a lot less money around. One thing people expect the central banks to do is to help ththe banks by pushing short rates down around 2%, and then long rates up - 6,7 % or more. Higher long rates will make it harder ot hold commodities off the market. Copper is strongly related to infrastructure and construction. While automobiles use lots of copper, they use a lot more steel. The opposite is true for a wood frame or concrete block house. There is also considerable pressure and interset in saving energy, reducing use of expensive materials, etc. We could have a 6 to 18 month break in the multi-year commodity boom.

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