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To: limtex who wrote (116957)	4/21/2002 5:50:41 PM
From: arun gera	Read Replies (1) \| Respond to of 152472

>They didn't make much fuss when the Hindus slauughtered a few hundred Moslems a few weeks ago.> Just for balance. The riots started after a train full of people was burned down in Godhra by a Muslim mob. Those killed included several families, mostly Hindu, who were travelling on the train. In the subsequent rioting in Godhra and other parts of Gujarat, hundreds were killed, mostly Muslims,some Hindus and some members of the police force.

To: limtex who wrote (116957)	4/21/2002 7:33:13 PM
From: Jim Willie CB	Respond to of 152472

but Limmer, you dont address the currency cancer the Fed printing press debasing our currency do you expect the USdollar to remain high indefinitely? the trade deficit dictates a currency correction I think it might be much more harsh than expected the Arabs alone can redirect petro-$ and hurt the US$ I disagree with much of what you say, but that is ok 75-85% of economists get it VERY WRONG every year you dont base any personal stake on what they say, do you? last year they screamed SECOND HALF RECOVERY in early 2000, they were singing about New Economy are you kidding me? they are a pack of blind bats who forecast with a rearview mirror you tarnish your name with claims of economist optimism the Russians are a very minor gold player the most missed Russian factor is medieval infrastructure they simply cannot increase delivery of much of anything the Japanese are driving this market so far in gold and they will continue to do so until their banks finish imploding their deflation is out of control do you really think the Middle East will simmer down? why? with USForces hunting and killing Islamic Fundies? surely you jest pass the rose colored glasses, man next up will be Soddamy in the crosshairs we must next address his nuclear capability here is an Arab factoid on oil with Iraqi threat of embargoed oil, Saudi said "we could make up for the lost shipments" well, when push came to shove with recent tanker, the Saudis refused to supply any extra oil "can" involves words, "refusal" involves inaction I expect crude oil to be over $30/bbl before October have you seen the OIX/OIH oil indexes? how about the XAU/HUI precious metal indexes? even the entire CRB is perking up a contrast of energy and metals is loudly favorable versus S&P, Dow, Naz and really versus any sector out there chips, retail, banks, biotech, computers, drugs, wireless, brokerage, transportation, etc where do you expect the 30% increased US MZM Money Supply to go? that is a lot of money, almost $2000 billion in 16 months my view shows the money propping up stocks and real estate and now it is moving directly into commodities, which have been neglected for over 15 years it might accelerate when gaspump prices rise more and esp when natural gas rises 50% by next year / jim