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Gold/Mining/Energy : Big Dog's Boom Boom Room

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To: Ed Ajootian who wrote (112658)10/28/2008 1:19:09 AM
From: CusterInvestor3 Recommendations  Read Replies (2) of 206184
 
Ed, you may find this presentation by Matt Simmons of some interest. He has his bias, but I find his argument convincing.
I do not think anyone expected the huge deleveraging currently underway but the long term picture remains intact.
I think this quote sums it up for me:
"Oil Demand Is Fickle, Supply Is Not"
simmonsco-intl.com 10/21/08
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