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Strategies & Market Trends : Group Therapy -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (3380)	4/18/2001 4:24:53 PM
From: Duane L. Olson	Read Replies (2) \| Respond to of 4564

Tim... Check out some of the recent GT posts, re: Energy, and let us know if you care to share some tidbits of wisdom. Three of us now have royalty trusts (slanted to the Canadians), including ERF, NCN, and HGT, with SJT included in the pool.... We're discussing a variety of energy subjects, looking for possible purchase candidates in a world where we "don't quite trust tech" anymore <GG>....(today was nice).... tso

To: Logain Ablar who wrote (3380)	4/30/2001 10:33:46 AM
From: Duane L. Olson	Respond to of 4564

Tim, At the rate the Fed is pumping money into the economy, "disinflation" would seem to be something less than the major risk that some folks saw earlier in this cycle. Any chance in your view that this process gets carried a bit too far and we end up with an overheated economy at the end of a short recovery phase? I'm thinking also that the energy situation is going to cause some shortages in the economy (eg: Aluminum could be in shorter supply with the shutdowns in the NW and the power shortages in Brazil for their smelters), not to mention adding to production costs all around. As you know, I'm not an "inflation hawk", but the situation appears to be approaching some cause for concern... tso