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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (10483)	7/18/2002 1:41:30 PM
From: The Ox	Read Replies (1) \| Respond to of 10921

To reinflate the US economy according to most things I've read and believe, interest rates will have to be low like they are now and stay low longer than would normally be prudent by traditional economic models. This would fly in the face of some of your previously stated points that rising interest rates will be the root of the major problems. So which is it? Low rates that create inflation or rising rates which stifle a recovery?

To: Jim Willie CB who wrote (10483)	7/18/2002 1:45:28 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 10921

would you like me to post the 20 REASONS WHY GOLD WILL RISE? Please do. But why wouldn't most economists understand why? Brian

To: Jim Willie CB who wrote (10483)	7/18/2002 1:52:50 PM
From: Sam Citron	Read Replies (1) \| Respond to of 10921

Jim, Why do you favor the small-medium high-cost gold producers? I guess the answer must be leverage. Could you name a couple specifically that you like here? I worked on the floor of the Comex and Sugar and Coffee Exchange in the early seventies and I remember very well what it was like to invest (speculate) in an era when financial assets were anathema and commodities were required inflation hedges. Blue Cross of California has just told me they are again raising rates (y/y now about 30%). Also see early warning signs on horizon in labor negotiations. But with the world choking on excess capacity, it's hard to imagine inflation taking off (though risk premiums are certainly rising). So what will it take for inflation to get going? And when? I tend to agree that the Fed will reinflate. But when? Let's talk scenarios and timetables please. Sam