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To: John Pitera who wrote (94995)	4/17/2001 11:14:55 AM
From: pater tenebrarum	Read Replies (1) \| Respond to of 436258

yes, fixed income has been weak...but i'm open to one last rally attempt...not sure if we've seen the final high for the move yet. did you see palladium? it's up 100 bucks today...seems the long awaited Russian deliveries aren't surfacing after all. i recently looked at all the CRB components to get a sense of what's happening there...one thing that struck me as odd is how much the various components are diverging right now...that's a rare occurrence. interestingly, most of the commodities that have been in steep downtrends and are wallowing near multi year lows have recently seen a huge increase in commercial net long positions. that suggests a good run in the CRB may be in the offing... btw, 1-month lease rate for platinum exploded to over 35% today....we're seeing supply constraints piling up left and right. copper and aluminum also look good to me here, based on a hefty percentage of US smelter and mining capacity being shut down due to the electricity/energy crisis.