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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 (2971)12/8/2003 9:25:59 AM
From: TobagoJack  Read Replies (1) | Respond to of 110194
 
Hi Russ, <<China power shortage hits aluminium smelters>>
... this may in fact, in my book, by my read, be excellent news, because it says:
(a) the economic growth is real, as opposed to stat manipulation
(b) more investments into power generation is needed
(c) thus more cement, copper, workers, ... and, gad, aluminium
(d) and transportation to move everybody and everything around
(e) and factories to build the transporters
(f) and ...

... meaning, unlike iDotCom and eSlashNet type of bubble, this bubble has 'legs' based on 300 years of pent-up demand for real things requiring real workers to make, so that after an inevitable slowdown and cool-off, it will be off and up once more :0)

Therefore, my conclusion is, (a) buy the dips, (b) buy more on panic, and (c) buy much more on supposed collapse, for that ultimate recovery of the 21st century.

Chugs, Jay



To: russwinter who wrote (2971)12/8/2003 12:31:50 PM
From: loantech  Respond to of 110194
 
<"Some smelters are considering selling power at premiums, instead of producing aluminium,"> Sounds like the Columbia River basin smelters.



To: russwinter who wrote (2971)12/9/2003 10:26:44 PM
From: Mark Adams  Respond to of 110194
 
Hmm. That I did not expect. Happened in the US too- especially the Pacific Northwest during the CA energy fiasco. Maybe my negative outlook for AL vs Alumina needs tempering.


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