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Strategies & Market Trends : Commodities - The Coming Bull Market -- Ignore unavailable to you. Want to Upgrade?


To: craig crawford who wrote (50)6/2/2001 1:05:23 AM
From: craig crawford  Read Replies (1) | Respond to of 1643
 
The McAlvany Intelligence Advisor

Part II - UNBALANCED FORCES: THE EMERGING BULL MARKET IN GLOBAL COMMODITIES

WHAT DO THE FEW COMMODITIES EXPERTS WHO ARE LEFT HAVE TO SAY?
mcalvany.com



To: craig crawford who wrote (50)6/2/2001 4:23:06 PM
From: russwinter  Read Replies (2) | Respond to of 1643
 
John Hathaway's classic on this very topic: New Paradigm for an old Economy:

tocqueville.com



To: craig crawford who wrote (50)6/4/2001 12:19:42 PM
From: John Pitera  Read Replies (1) | Respond to of 1643
 
Craig.... Jimmy Rodgers is one smart guy.. He and George Soros started the Quantum fund in the early
1970's, and made a fortune with their macro-global investing thesis. I'm very much in agreement with
the market outlook that is outlined in the Canadian moneysaver article.

and Gold is probably not done going down until we do have a big selling climax. As many may notice,
many economists like Larry Kudlow say that their is no inflation, as long as Gold is near it's multiyear lows,
since many are using gold to say that there is not a secular commodity inflation theme developing.

Gold will probably be one of the last commodities to bottom and do so in a very "noisy" headline grabbing
fashion, this will serve the purpose obscure other natural resource markets that are already giving us indications
of this coming inflationary paradigm shift.



To: craig crawford who wrote (50)6/4/2001 3:32:32 PM
From: tyc:>  Read Replies (2) | Respond to of 1643
 
So Jimmy Rogers is very bullish on natural resources, but not on natural resource stocks.

Do you think that the secular down trend that natural resources have displayed in the past is built into the market's pricing of natural resource stocks ?

If so, and if the trend is about to reverse, shouldn't one be doubly bullish on natural resource stocks ?