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Strategies & Market Trends : Coming Financial Collapse Moderated -- Ignore unavailable to you. Want to Upgrade?


To: Box-By-The-Riviera™ who wrote (217)6/21/2001 9:58:14 PM
From: pater tenebrarum  Read Replies (1) | Respond to of 974
 
good points...let's call the secular energy story intact, but the cyclical story dead for now. so far supply tightness has held up the market in spite of waning demand, but i agree, the recent inventory builds show that the down cycle has begun. same goes for other industrial materials...e.g., copper supply is being curtailed left and right, but demand is falling even faster.