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To: Shack who wrote (20574)	11/10/2001 4:14:47 PM
From: Terry Maloney	Respond to of 209892

Shack, that was back before anyone had even heard of the stuff. <vbg> Besides, it's the US$ that's on acid anyway ... <g/ng>

To: Shack who wrote (20574)	11/10/2001 7:56:03 PM
From: NOW	Respond to of 209892

SHACK: nice work on the crb!!! Some thoughts: 1) Worst case, if one went long here thinking we were about to reflate (?hyperinflate), and one was wrong, you could expect about a 50% haircut on a buy and hold position. The upside looks lie a potential double. 2) jimmy Rodgers has a fund (LP?) for commodities. 3) Aus. and Canadian dollars should signal the bull move in CRB, and if they don't, its a head fake, IMO. 4) Could we have massive equity deflation and commodity inflation simultaneously? Has it ever happened? I dont know the answer to that. I do know that if we look around a LOT of smart money is moving out of paper and into commodities (ie Gates/silver, Case/land). But right now we are like a car on ice and the driver is gunning the engine to get off it and what happens if only one tire gets traction... 5) I am thinking of legging in here soon if it appears this is something more than short covering.