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To: russwinter who wrote (64941)3/4/2001 8:26:18 PM
From: Joan Osland Graffius  Respond to of 116756
 
russ,

Thanks for your thoughts on some of the resource markets. Your analysis is interesting and does connect the dots. I have been aware of the some of the shortages that have been developing in some of the metals.

I like to buy commodity based countries, i.e. Australia, Chile and Canada during a good economic downturn. I did take a first position in Australia but I have not started positions in the other two.

Joan