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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: Ed Ajootian who wrote (122132)7/2/2009 11:44:25 AM
From: Archie Meeties2 Recommendations  Read Replies (1) of 206131
 
Ed, last I reviewed the numbers in '08, I concluded that growth in '08 BRIC demand wouldn't offset loss of demand from Japan/Europe/NA. However, much has changed since then, most significantly China's massive push to grow their domestic production and consumption of cars.

Another hard to quantify factor: Fuel in India and China remains subsidized, and their gradual removal of subsidies will bring growth rates down.

thenational.ae

I tend to agree that we're riding less of a supply cushion than in times past, but all scenarios should be considered, including the possibility that the world has passed peak oil demand.

As TRIG points out, there's too many moving pieces to know with certainty. So the best I can do is sell what seems to me a crowded trade and buy value.
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