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To: Keith Feral who wrote (112021)	2/1/2002 4:44:42 PM
From: limtex	Respond to of 152472

KF - TSC today on Wireless on Hold!!!!! Just take a look. thestreet.com Best, L

To: Keith Feral who wrote (112021)	2/1/2002 5:10:49 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 152472

Fed resumes money supply infusions the deflationary winds have been relentless so have been the reflationary money infusions if our economic system prevails, an initial hard asset pop in price will occur just like 1993 coming out of a tough recession stls.frb.org I wonder what would have happened on inflation and economic expansion fronts if $600 billion hadnt come on a white horse from Japan in 1992-95 now the opposite is likely imagine $500-1000 billion heading home to Japan on a white horse to shore up its system when we cannot afford to lose it I am talking about US Treasury Bonds held in Japan many might say "but they wont sell their highest quality assets" but they will, since they are facing national bankruptcy they must raise cash the same deadline of March 1st for Japanese Repatriation as for the initial launch of the Euro currency I say shit hits the fan this spring on currency and gold markets and oil will be affected / jim

To: Keith Feral who wrote (112021)	2/18/2002 12:04:58 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 152472

Barrons tosses in the towel on gold taken from John Myers, who writes on commodities his specialty is oil and gas stocks, Canadian in particular he writes: Even Barron's, the sister publication to The Wall Street Journal, which has a decidedly bearish bent against bullion, has recognized the recovery in gold. "Things have started to heat up again [for gold]. One look at a long-term chart shows that each sell-off failed to reach its previous low," writes Barron's. In tech talk, this means that gold is posting higher highs and higher lows -- an extremely positive trend given the fact that the United States is most likely still mired in recession. According to Barron's, "A real rising trend is now in place in gold, and unless the market sheds over $20 in the next few weeks, we could have a slow, but real, bull market here. What does that say about stocks? Well, it could be saying that there will be some inflation which we'll have to contend with some time in the near future." Meanwhile, silver has risen from $4.20 to $4.53 since last October. But that is not all. Copper has made an equally impressive rebound. Copper prices were a train wreck last summer, bottoming out at 61 cents a pound in October. Since then copper has been on a tear, surging to 75 cents a pound. New highs in gold, silver and copper are a testament to the fact that demand for commodities has begun to rise, a sure-fire indicator that the economy is turning the corner. For months we have been saying this would happen once interest rate reductions and bushels of new money worked their way into the economy. The evidence from the commodity markets shows this process is under way. -end- my comments: commodity prices in constant$ terms are lower now than at any time since 1929 despite claims that a NewEconomy is emerging, I still believe our many industries will need timber, paper, grains, meats, copper, silver new pressures are on the platinum group with key products our fuels will continue to be oil and natural gas and our currency system will either rely on gold as an underpinning or see gold relied upon by individuals and institutions (large and small) to protect themselves from instability I believe 2001-2010 will be the decade of commodities and the energy sector will see breathtaking gains esp after billions are committed to US energy independence in a realistic manner Y2K put the world economies in synch with a growth climax now they are in synch with a recession retrenchment next up is a recovery with simultaneous pressure on commodities we are due for some inflation as a result it may be brief, but it the result of Fed reflation and concurrent demand gold is signaling distress in certain regions (Asia), but also imminent commodity inflation this should not be good for bonds and rates pressure on stocks will be present wherever a profit recovery is not apparent interesting times / Jim