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

To: russwinter who wrote (18780)	8/30/2003 2:25:28 PM
From: loantech	Respond to of 39344

Thanks Russ I just printed your response so hopefully I don't have to ask the same thing in 30 days. <g> tom

To: russwinter who wrote (18780)	8/30/2003 2:44:23 PM
From: Canuck Dave	Read Replies (2) \| Respond to of 39344

I don't think the HUI is going to have a significant pull back. I don't have a crystal ball or anything, it's all about probabilities for me. As you're also a big fan of Noland's let's discuss two major points he's made, one new, one old. 1. Western Keynesian stimulation is now so endemic that central bankers are losing control of the currencies (The old point, the post-bubble bubble dynamic). 2. China has a runaway boom (The new point, the twin bubble he discusses this week). Put those two together, and what have you got? Japan coming out of deflation as Asian trade heats up. Surging capital inflows into the region. And.... Inflation. Gold is gonna rock, but with surging commodity prices, US farm industry will have lots of real money to throw around, and nobody will care about metal prices. Just one scenario amongst many, but think of those billions of people suddenly demanding more of everything. Might happen, and all we can do is stay on our toes with some cash ready. CD