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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: Condor who wrote (43177)	12/13/2003 6:43:25 PM
From: Raymond Duray	Respond to of 74559

Thanks for that link. It does tend to sober up the discussion quite a bit. :)

To: Condor who wrote (43177)	12/13/2003 9:26:34 PM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Hello Condor, Here is one way of taking the unfamiliar China variable into the simultaneous equations of G7/G8, OECD, and OPEC: Do a no-brainer on Cresud farms uk.finance.yahoo.com Gamble on Australian Worldwide energy uk.finance.yahoo.com Initiate buy of Woodside Petroleum natural gas uk.finance.yahoo.com Place a wager on Australian Wheat uk.finance.yahoo.com Accumulate Cameco uranium uk.finance.yahoo.com Hoard Canadian Oil Sands uk.finance.yahoo.com Leverage up on Energy Split distribution uk.finance.yahoo.com Get some Fording Canadian coal uk.finance.yahoo.com Take the bet that is Saskatchewan Wheat uk.finance.yahoo.com Have faith in China National Offshore oil finance.yahoo.com Trust Petro China finance.yahoo.com Believe in Sinopec fuel finance.yahoo.com Be blind to Yanzhou carbon faults finance.yahoo.com Use logic on Gazprom gas uk.finance.yahoo.com Count on Lukoil uk.finance.yahoo.com Do the math on Yukos reserves uk.finance.yahoo.com Hold tight to Alliance Resource coal uk.finance.yahoo.com Consider some Consol Energy coal uk.finance.yahoo.com Take Energyplay’s word on Inco nickel uk.finance.yahoo.com Defer to EP on Phelps Dodge copper uk.finance.yahoo.com Ruminate on PlumCreek coal uk.finance.yahoo.com Make an appointment with Bunge wheaties options uk.finance.yahoo.com … and just in case, assume that we are in a Newmont gold bull market uk.finance.yahoo.com , but hedge with Impala platinum uk.finance.yahoo.com and hedge the hedge with North American palladium uk.finance.yahoo.com The madness is still ahead of us, and its proportions will dwarf all other manias, and the stakes are much higher than the DotComs could ever have been. Cash will be more trashed. Chugs, Jay