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Non-Tech : Farming
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To: John Stichnoth who wrote (41)4/29/1999 1:58:00 PM
From: Jon Koplik  Read Replies (1) of 4441
 
My first reaction is -- possibly another "whole move based on nothing."

(You wouldn't believe how many times I have heard "the experts" talk about the "big move" in copper lately. It has gone from roughly 60 cents to 70 cents (per pound). Ten YEARS ago, it was at $1.60 ! (But, no one invites me to talk on TV shows)).

I do not believe there are fundamentals supporting things like Ag. equipment makers doing better, but ... this is certainly not an area where I trust my opinion enough to make speculative bets.

Jon.
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