Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: austrieconomist who wrote (3468)	11/18/2003 9:56:47 AM
From: Jim Willie CB	Read Replies (1) \| Respond to of 108705

<OT> OhState offense is suffering from "no mistake" mindset it is pathetic every time I hear Krenzel speak, he talks of no mistakes that is an important part of winning, but not winning big games sorry, but this QB is a joke talk of Heismann was aa ludicrous as it was last year for Clarett after 4-5 games Krenzel is inaccurate to an extreme, late in delivering passes, cannot read defenses (therefore abandons to run), and has poor poise in the pocket I didnt like him last year, but he prevailed I like him MUCH LESS this year, as he is proving why Ohio State is ranked 10th in the Big Ten in offense the offensive line is slow, with poor run blocking, although they boast of several 300-lb hogs obesity has hit the NFL and NCAA football in America fat slobs are hard to move, but that ends their benefits they are slow in pass blocking they are slow in run blocking sure, defense wins championships if I recall, the OSU offense scored two TD's in regulation against Miami in the last two weeks, OSU scored no offensive TD's against Purdue and Iowa inept offenses do NOT win championships ignore last year's statistics if you have half a sports brain that was another team / jim

To: austrieconomist who wrote (3468)	11/18/2003 10:41:00 AM
From: Jim Willie CB	Read Replies (1) \| Respond to of 108705

it is my belief that today's CPI was doctored they have been open about "one-time effect" being removed that is a new pernicious deception being perpetrated I fully expect to see evidence soon that certain commodity price rises were softened in order to remove events like the MadCow beef effect, the Chinese soybean heavy purchases, etc despite this doctoring of CPI, I believe it is rising at a slower rate than the PPI we have rising PPI but calm CPI this is the start of shrinking profit margins / jim

To: austrieconomist who wrote (3468)	11/18/2003 10:45:28 AM
From: Jim Willie CB	Read Replies (1) \| Respond to of 108705

CRB back to 255, DXY under 91, Euro pushing 119, BPD pushing 170, JYen over 92 Euro near a breakout Sterling near a breakout JYen near a renewed breakout gold at 395, silver over 530, copper calm under 92 crude oil near 32 again if the USDollar goes below 90, GOLD will push over 400 even if the DXY is just an anti-Euro measure in Euro terms, GOLD is within weeks of a breakout I cannot emphasize the importance of this enough / jim

To: austrieconomist who wrote (3468)	11/18/2003 1:15:28 PM
From: Jim Willie CB	Respond to of 108705

gold has inelastic supply and inelastic demand demand rises with rising price (excluding irrelevant jewelry) supply drops with rising price (paradoxically) PERSONALLY, I FIND THIS DUAL INELASTICITY AS UTTERLY HILARIOUS, EXTREMELY SATISFYING, THE ANALYST'S SECRET WEAPON, AND THE ULTIMATE KICK IN THE BALLS TO THE CARTEL (AND THEIR HACK JOURNALIST LACKEYS) if one allows 2-4 years to pass, then operational dynamics will indeed catch up and lead to greater supply hitting the market but the lag is huge, from regulatory and environmental obstacles, funding challenges, mgmt decisions, equipment deployment, labor hiring, road building, smelter agreements, ore transport contracts, etc falling jewelry demand is a signal of a new bull market, yet that flagging demand is used as disinformation by the cartel to fool the ignorant and unschooled taken from an article over one year ago (my first)... "25 Reasons Why Gold Will Rise: The Vicious Circle Behind the US Dollar Decline" by Jim Willie CB November 12, 2002 321gold.com 15. Paradox: High gold price leads to higher demand, and high price leads to lower supply - Typical supply & demand relationship with price absolutely does not apply - However, gold jewelry demand does conform to obey the standard demand curve - Investment demand drops during price declines, even nonexistent at lowest prices - As price rises, a worldwide fever develops and gains momentum, lifting demand - Supply was enormous at gold's lowest prices with carry trade and miner hedge sales - As price rises, hedge sale cash flow diverts capital to cover forward contracts - Legitimate operations suffer from reduction in cash reserves, inhibiting production - Ironically, gold mining firms have become buyers on the world markets !!! / jim