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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: SliderOnTheBlack who wrote (26999)	1/30/2003 12:32:32 AM
From: Rainy_Day_Woman	Read Replies (1) \| Respond to of 36161

I like gold I like grub actually, I'm quite partial to 'G' words

To: SliderOnTheBlack who wrote (26999)	1/30/2003 1:12:40 AM
From: gold$10k	Respond to of 36161

Slider, After much back and forth, I have incrementally moved to agreement with you that this is currently not a High Reward-Low Risk situation. I am more willing to trade some in the interim, but with a selling bias. Two of my favorite "Sliderisms" are "don't get fooled by the fundamentals" and "trade the traders". They both seem quite relevant now. Regards, vt

To: SliderOnTheBlack who wrote (26999)	1/31/2003 11:27:44 AM
From: kingfisher	Read Replies (4) \| Respond to of 36161

Oil prices. The predominant opinion is suggesting oil prices will collapse soon after a U.S.invasion of Iraq. The futures are pointing to that and have seen many postings calling for $15 oil etc... Some even suggest oil will fall in order to get Bush re-elected. I have been adding to my favourites everytime such posts crop up. Been buying Baytex,Tappit,Real Resources,Gentry,Cavell,Rocky Mountain. Small Canadian explorers with growth potential. I am of the opinion that when stories get out of significant civilian casualties in Iraq,little kids torn apart by U.S smart bombs the Muslim world will explode in rage. Opec may be promising to supply the world with crude in the event of supply disruptions in Iraq but their respective populations may have different ideas. I predict oil workers in Saudi Arabia,Kuwait,Nigeria etc..will strike and refuse to load tankers and maintain equipment. The world will be shocked at how high oil will rise and stay high for months. This is a peacefull way for mostly powerless people to strike back against a country so dependent on energy and so intent on stealing this critical resource. And if Muslim oil workers do not strike in protest then they deserve being mere slaves for George Bush.

To: SliderOnTheBlack who wrote (26999)	2/3/2003 11:25:32 AM
From: Jim Willie CB	Read Replies (2) \| Respond to of 36161

watchword will be "renting" with "nesting" on the fade wait until property tax increases are enacted and felt and heating bills explode upward and water fees rise, and sewer fees rise and empty nests are noticed and repairs continue unendingly then will come stepping down in property size and cutting the property tax and renting so as to enjoy some of that cash equity (cash poor and asset rich breeds change during times of stress) I love to call my landlord and tell him to fix the furnace to repair those faucets that leak to replace that stove that just broke down with age the unspoken unmeasured new statistic will be household capacity utilization i.e. empty bedrooms we will see some aging couples selling out their homesteads, moving in with friends who own a 4-bedroom house (2 empty bedrooms) the gap between house prices and rental prices is growing out of control you ignore it, and that will undermine your forecasts you have steadily ignored that property value is largely underpinned by mortgage debt and mortgages are built on questionable appraisals, widening pcts for income qualification, and huge streams of mortgage-backed security investments which are blind to the risks of default and delinquency both of which are rising fast K-Winters first deal with speculative assets (stocks) then they deal harshly with debts (corp debt, junk bond, MCards) the last test comes to the supposed safe havens these are squarely Treasurys and Real Estate K-Winter spares no debt from severe challenge neither Trez nor Real Estate has yet been challenged this will surprise you the USDollar will issue the test to Trez Bonds rising longterm rates and job cuts will test RE it hasnt even started yet and you proclaim it will be successful you underestimate the awesome power of K-Winter REAL ESTATE IS A HARD ASSET IMPOSTOR its pervasive and abused debt levels belie the claim / jim