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Politics : Stockman Scott's Political Debate Porch -- Ignore unavailable to you. Want to Upgrade?


To: stockman_scott who wrote (27662)9/17/2003 11:56:34 AM
From: Jim Willie CB  Respond to of 89467
 
I am reminded of an inflection point with Fed deficits
after a certain level for a sustained period of time,
all hell breaks loose on the supply hitting the Trez market
and rates rise, longterm and shorterm

so many factors are soon to force rates higher
- falling dollar and rising import prices from asian currency
- rising federal deficits hitting supply of Trez issuance
- real estate and mortgage inflation, released into economy
- Fanny Mae implosion and reversal of hedges
- foreign selling of Trez Bonds, to diversify

/ jim



To: stockman_scott who wrote (27662)9/17/2003 12:21:36 PM
From: Jim Willie CB  Respond to of 89467
 
Cardero (CDU.V) running like a banshee
Americans can purchase it via "CUEAF"

I took a lot of sheeeit about this stock in June
it will soon be making new highs
today it is up over 20%
it has more than doubled off its lows in July
funds are buying into this little gem

the New York City gold conference concluded last week
now fund managers are acting on what they learned

I sincerely doubt this company will be rising ONLY on silver in Argentina
drilling resumes this month in the rich Olaroz region
in July they enjoyed a reversal of fortune, finding some significant silver deposits
I expect they will find even more in the next rounds
with silver metal prices rising, we should see hefty runups in share price

yup, I own a bunch, have for almost a year
I foresee a "HAT TRICK"
1. proven silver deposits
2. rising Canadian Dollar
3. rising silver metal price
/ jim



To: stockman_scott who wrote (27662)9/17/2003 12:54:13 PM
From: Jim Willie CB  Respond to of 89467
 
Appel: "Cardero Resources has doubled in price in the past month for no obvious reason. Their La Providencia project will see resumed work in the next few weeks, but it still remains to be seen if they will meet with success.

A recent news release by Far West Mining (FWM TSE-V) may be the reason for the incredible renewed interest in Cardero. Far West announced a major iron oxide hosted copper-gold discovery in northern Chile. Cardero has amassed an enormous land position in the Baja Peninsula. This is a long distance as the crow flies but it is not in a geological sense. The geology of their land holdings appears to be of similar origin to that of a number of major producing mines along the western portion of Chile.

It is postulated that Cardero’s holdings in the Baja are an extension of this belt. Further, it appears that Anglo American, Cardero’s joint-venture partner in this area, similarly believes in this potential."

financialinsights.org

yes / jim