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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?


To: stockman_scott who wrote (47842)2/20/2002 9:36:27 PM
From: Jim Willie CB  Read Replies (1) | Respond to of 65232
 
hardly any mining stocks on S&P500
thus hardly any mention of their awesome upcoming power
several 20-baggers among gold and silver producers
they make real money
unlike the rollycoaster tickets issued by the US Treasury
in the form of dollar bills and treasury notes

2001-2010 :: the decade of commodities
they have never been cheaper since 1930 (constant $)
demand is greater now than in the past, much greater
new supplies are harder to find now, much harder
prices are determined at the margin, with new discoveries

but supply = deposit + access + delivery
access and delivery have never been less certain
that will build risk premium, on top of actual cost

time for tech stock players to emerge from the charred skeletons amidst the broken bubble of yesterday
and find the "next big thing"
/ jim