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To: Tommaso who wrote (203603)11/8/2002 4:42:50 PM
From: yard_man  Read Replies (1) | Respond to of 436258
 
you make a valid point -- you can't lump all commodities together and say that the credit bubble will take them all down. Any number of things could take energy prices up significantly -- and energy is a large input to many items.

Reaper's probably correct about basic raw materials -- but only absent nothing happening to energy prices. Other commodities can and will do anything according to supply and demand ... even with slowed construction and mfring.



To: Tommaso who wrote (203603)11/11/2002 6:28:43 AM
From: Earlie  Read Replies (1) | Respond to of 436258
 
T:

Can't disagree with that, except to note that they might not want to take anything but gold for turning on the tap. (g)

best, Earlie