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

To: yard_man who wrote (254)	6/21/2001 11:43:30 PM
From: pater tenebrarum	Read Replies (2) \| Respond to of 974

it really depends on how this oncoming global contraction shapes up. some commodities strike me as more endangered than others. good arguments can be made for both sides, unfortunately. certainly many commodities are ALREADY so incredibly depressed in price that one must ask how much worse can it get? look at the ag commodities and cotton for instance. regarding NG and oil, i agree the correlation is a loose one. they're not completely independent of each other historically, but i don't really buy that substitution argument either. and let's not forget, the secular energy story, especially oil, is sealed via the Hubbert peak. an imponderable is if technology can come up with a breakthrough that weans us off oil.