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Strategies & Market Trends : MARKET INDEX TECHNICAL ANALYSIS - MITA -- Ignore unavailable to you. Want to Upgrade?

To: High-Tech East who wrote (11566)	4/11/2002 12:58:26 AM
From: J.T.	Read Replies (3) \| Respond to of 19219

A very thought out article and well worth the read. Everytime I attempt to get back into gold and gold stocks, michael finsterwald closes the door. <g> Your thoughts on commodities? Gold, silver.. etc? Best Regards, J.T.

To: High-Tech East who wrote (11566)	4/11/2002 3:31:08 PM
From: dvdw©	Respond to of 19219

Enjoyed that article Ken; Half the time the author thinks much like I do and the other half I get lost wondering how he comes to some conclusions. On Supply Demand and derivatives he's got something, but his projections on cyclical strength are inadequately framed. Too many writers in this trade press, use charts of past history to make cyclical arguments for forward performance, I usually throw these out as meaningless.\ Right now, people who fail to do fundamental analysis regarding market shares in specific industries backed by demand capital analysis (Where is money flowing and to what degree on the CAPEX side ), are simply people with opinions. I prefer to follow the money. Not some projections on a chart about the past. Keep in mind another major risk during cycle changes, come from misunderstanding that Past cycle leaders may in fact be MAL Investing capital in the current sense. There is a tremendous amount of this going on now. Another point; the derivatives players are taking the place of the MM, they are the ones who are tasked with Obfuscation of the Supply Demand equations, and many of them are ill prepared for the consequences. I am not concerned with Money Supply growth right now, as the uses for dollars, has expanded so dramatically that the debate on the issue is not understood by those making the arguments. New Demand aggregates from the late 90's are dictating the present growth rates.If an article does not even consider these NEW DEMAND Aggregates; the article isnt worth considering.In this context, more people are freer to choose which instrument they prefer and this fact is KEY.