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To: ild who wrote (266459)	11/8/2003 2:29:11 PM
From: Joan Osland Graffius	Respond to of 436258

ild, I am allocating some dollars to commodity funds and plan on building a position over time buying on dips. Both Marc Fabor and Jim Rogers agree with the idea that we have a bull market in commodities for around 10 years. Preacher asks the question "what is going to happen to commodities when we enter the deflationary period caused by the bubble" and his answer is commodities will go down in price. This may not be incompatible with Marc and Jim as I think these two fellows do expect to see dips in any bull market, as they tend to look at an asset class over a longer period of time.