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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: russwinter who wrote (1768)	11/2/2003 9:56:13 PM
From: loantech	Read Replies (2) \| Respond to of 110194

Russ that was a great article. < Prices for industrial commodities such as Steel, Alumina, and Nickel have exploded on the upside, while cotton has doubled over the last twelve months and is now at a five-year high. And while it is possible that the current first leg within a long-term bull market in commodities may have some further upside potential, investors should fully realize that "China and commodities" have become a very well known and popular theme among the investment community! > One reason I am not jumping on the base metal bandwagon. <The problem I have is that I don't find many bargains today anywhere, except maybe among precious metals, which are partly commodities and partly the only really "hard currencies", whose supply cannot be increased meaningfully. Platinum prices are at a 23-year high. Thus, it is entirely possible that also gold and silver will fly to the upside in the next two years. > The reason I am sticking with my precious metals stocks. But only the one that have made very decent discoveries with further discovery potential, acquisition potential,o r as in CKG's case grassroot properties with cash and great management. CBD, CKG, SVL and NL. A very small stable but horses that I think can run in 2004 in a flat gold and silver market. Tom

To: russwinter who wrote (1768)	11/3/2003 12:12:00 AM
From: ild	Read Replies (1) \| Respond to of 110194

John P. Hussman, Ph.D. Deconstructing GDP hussmanfunds.com In short, the GDP report was a ball of fire ignited by a big can of one-time tax credits and another big can of cash-out mortgage refinancing. Consumers received a bunch of lump-sum distributions and spent them on consumption goods, autos, and housing. To expect this spending to continue in the absence of such distributions requires very strained analysis.