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Strategies & Market Trends : Natural Resource Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (2513)	10/27/2003 3:26:38 PM
From: jimsioi	Read Replies (1) \| Respond to of 108681

JimWillie on MZM I heard that same interview and frankly thought of your concerns relative to Money Supply. I wish I could claim a deep enough understanding of the entire subject to offer a view somebody might really count on...but alas, there seem to me to be too many unknowns... The gentleman you referred to seemed quite confident in his opinion that at this time there was no concern needed about the tip off in Money Supply. His views did seem to make sense..I'm still undecided but wary....Commodity prices except those most notably for NG seem pretty firm, so whatever impact there is from the MZM decline looks to either be coming further out or is statistical among the measures...That's at least my conclusion at this time...There's just much stimulus in the economy right now coupled up with Chinese buying for things to seriously weaken in my view...as noted above, FWIW..