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Gold/Mining/Energy : Precious and Base Metal Investing -- Ignore unavailable to you. Want to Upgrade?


To: russwinter who wrote (8808)3/16/2003 12:24:09 PM
From: I_C_Deadpeople  Respond to of 39344
 
I concur. I am currently reading this new book by Faber. Exceptional.



To: russwinter who wrote (8808)3/19/2003 4:24:58 AM
From: peter snowdon  Read Replies (2) | Respond to of 39344
 
hi russ:
having been away for a while, i spend the last few days catching up on your take on the prospects for GOD.

China only has 14 days oil inventory. They may be hit hard if energy spikes, or more shortages ensues. Looking three moves ahead on the chessboard, that may lead to an historic buying opportinity into that market.

how do you see ways to enter that specific market? i.e. will china's role in marginal demand for oil affect ALL oil prices? or will some sources of oil, and therefore some oil companies, be better placed than others?

keep up the good work:
peter