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

To: energyplay who wrote (36399)	7/22/2003 2:14:23 PM
From: RealMuLan	Respond to of 74559

>>A higher Yuan would also tend to raise prices of raw materials worldwide.<< Exactly, China now ranks the 2nd in raw materials imports

To: energyplay who wrote (36399)	7/22/2003 6:37:09 PM
From: KyrosL	Respond to of 74559

A long term bet on commodities in general and energy in particular looks like a smart play to me. Also, commodity currencies like the Canadian and Australian dollars, which have conveniently retreated lately, look good, IMO. I think the expectation of the "experts" that oil will again cycle down to $20 soon is wrong; this time it may turn out to be different after all.