SI
SI
discoversearch

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


To: russwinter who wrote (6861)2/3/2004 4:09:30 PM
From: grusum  Read Replies (1) | Respond to of 110194
 
Russ, if you are right and there is 'continued' inflation, then wouldn't PMs be a good investment?

and if deflation is immediately ahead, couldn't finished goods (including breakfast cereals) good down in price while commodities in general (wheat, gold, copper) rise in price as their costs are absorbed by the manufacturers?

in either case, PMs and BMs would seem a good place to be, whether physical, futures or shares.

of course there are other factors, like a bad economy ruining demand for copper and such.......



To: russwinter who wrote (6861)2/4/2004 12:33:19 AM
From: Claude Cormier  Respond to of 110194
 
<The names I favor: MNG, CLG, WHT have awful looking toppy charts. Might require a hard bottom. I still hold AGI, GBU and SUF.>

Russ,

You should take a new look at CLG chart and recent news.