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Strategies & Market Trends : John Pitera's Market Laboratory
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To: John Pitera who wrote (10323)10/21/2008 12:45:25 AM
From: nspolar1 Recommendation  Read Replies (1) of 33421
 
JP, you have per recollection stated you are a commodities bull, longterm that is.

Any fundamental comments as to the melt in commodities, pm's, and the like?

This is a market laboratory per your header, no?

You are a true blue fundamentalist. And you are good at it. Do not ignore or leave out that part of the message that may be of ultra importance to many visitors to this thread.

Give us (including me) your fundamental take on that part of the market. Credit swaps and all that stuff are not yet history, but the market looks ahead too! So too should a good fundamentalist like you.

How long is it going to take to rebuild the commodity sector, of which large portions have been decimated? AND, the decimation may not yet be over.

Interested to hear your take.

TF
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