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

To: zinc-man who wrote (15535)	8/4/2003 7:20:11 AM
From: Louis V. Lambrecht	Read Replies (2) \| Respond to of 39344

ZM - re:China commodities. My 2 cents. Commodities trade seasonally, have waves based on supply/demand...Jay Gallemore has the short warnings on this. chartingyourfutures.com Base metals have historically been precursors of economic rebound. (Agree with you). Financial troubles: is it in deflation, inflation, staglation? In a deflation, all things are cheaper. And you could expect metals to get cheaper too. Also, major currencies have started a competitive devaluation. All the above, analysed together, puts me deep in the fog. Have no idea of where the markets are goin to. China: I use China as a wildcard, not to be neglected. My second wildcard is the US re-election. Both for after I came to my foggy conclusion. <ng> Remains that, I would lessen bearish bias for commodities of which China is heavy importer.