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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 375.93-1.8%Nov 14 4:00 PM EST

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To: TobagoJack who wrote (29795)2/24/2008 8:53:48 AM
From: Dr. Voodoo  Read Replies (1) of 217764
 
not mentioned is, commercial production of numerous commodity chemicals that go in everything from blue jean dyes to your grandmama's hair color...(well maybe not YOUR grandmama's hair color... but i hope you get the picture).

Interesting plays:

investorrelations.umicore.com

finance.yahoo.com

However, the issue in most commercial processes including catalytic converters isn't the cost(so little is used), it's the commercial availability.

with that said, i doubt that these will be sequestered in some etf vault, to the extent of say, gold, which serves no commercial interest. As someone will 'NEED' them.... (not in the way that my wife "NEEDS" that necklace.)..either... for production of some manufactured good.

Even at a cost of perhaps double or triple today's value will still not be the underlying cost factor in the production of the final good...

So perhaps ,,, the next bubble is in metals???

V
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