To: Sarmad Y. Hermiz who wrote (127410 ) 6/29/2001 3:11:32 AM From: craig crawford Respond to of 164684 >> I just don't have any model of what drives their supply and demand << people gotta eat. people gotta drive to work. people have to wear clothes. people have to heat and power their homes. more and more people are wanting gizmos and widgets to communicate with each other. people like to wear jewelry and live in big homes with big tv's and drive big cars to show-off how wealthy they are. given the opportunity, people like to just plain consume. as for supply, well there is a lot of published data on supply levels, you just have to dig around and look for it. >> Most of their transactions are not public << many commodities are standardized and traded on major exchanges for all to see. btw, except for general quarterly reports, how do you know exactly how well i2 or emc are doing right now? they're not publishing their sales on a daily or even monthly basis. >> There are many derivatives and options on them << hah! and there aren't massive amounts in the stock/bond/currency markets? the open interest and COT's are published. >> I just feel very ignorant of the whole subject << that's why there's opportunity! most people (myself included) are ignorant when it comes to commodities and that's your first clue that there's a big opportunity to be had if you are one of the creative thinkers who moves in ahead of the crowd. that's why it's time to abandon notions of itwo, emc, ebay and malarkey like that and come join me in my quest to master commodities. no one said making money should be easy! people who take the time to learn about new markets instead of playing the sheep who won't give up on the last trend should reap the benefits of their labors! >> But of course, thanks to your relentless efforts, << awww, thanks for the compliment!