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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: LLCF who wrote (33066)	5/5/2003 11:59:47 PM
From: elmatador	Read Replies (2) \| Respond to of 74559

Is energy not similar to telecoms, subject to Public Utility Commission, one of each in each US state? If so, it is similar to telecoms, subject to government intervention. Politics, regulations and lobbying dictates the direction of the industry. Only if you understand these dynamics you should invest serious money on it. If not it is bettert o keep away from it.

To: LLCF who wrote (33066)	5/6/2003 12:06:56 AM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello DAK, Time passes quickly when one is having fun:0) Bankruptcy of virtual enterprise => rise of physical wealth Demise of fiat cash => rise of natural money End of peace => beginning of war so on => so forth => so terrible => so very bad The natural trades for 2003 = http://www.siliconinvestor.com/readmsg.aspx?msgid=18344188 Hi DAK, Dare I whisper it ? ... Just do the most obvious paired trades: (a) long Euro, short Dollar; (b) long Gold, short Yen; (c) long Aussie, short HKD; (d) long Annaly (NLY), short QCOM; (e) long Pakistan Stock Exchange, short NYSE; (f) long War, short Peace; (g) long Busts, short Recoveries; (h) long Fleckenstein, short Abby Jo Cohen; and (i) long Marc Faber, short Greenskaput. ... What are the obvious trades for 2003? My tentative guesses are to: (a) long Gold, oil/gas, and China; (b) gently add Argentina and other resource shares; (c) be ready to buy Brazil and Russia; (d) long MO, short QCOM; (e) long Canada, and (f) short everything else. Chugs, Jay