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Gold/Mining/Energy : Global Santa Fe (GSF) (formerly Global Marine)

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To: Robert Douglas who wrote (1188)2/11/1999 5:38:00 PM
From: Stitch  Read Replies (1) of 2282
 
Robert,

<<Caution, some of these numbers are from memory and since my 40th birthday a year or so ago my eyes and my memory are becoming less dependable, but I am quite sure they are at least close.>>

uhh, lets see, what were we talking about again?

<<This is where things get interesting. Energy consumption plotted against GDP per capita is not linear. As GDP per capita grows the demand for energy grows faster>>

This really is interesting. I would be interested in your arithmetic or source.

<<Please, somebody tell me if I am being an idiot.>>

You won't hear it from me. I think it is safe to say that I still have much to learn about this segment of investment. One thing I note is that your rationale excludes any discussion about volatility induced by outside events. Seems to me that one cold Winter, or more disarray in OPEC, or yet another Middle East war could have a large impact on these investments or am I crazy? If so then shall all be in the cuckoo's nest together.

Best,
Stitch
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