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

To: TheSlowLane who wrote (46437)	2/18/2004 3:40:51 PM
From: Box-By-The-Riviera™	Read Replies (1) \| Respond to of 74559

a poor assumption IMO, and inventories, all other things considered, will not be what the forward look is looking at. regarding haim's comment, you have not factored in the speculative nature of the moves at these levels, and to what those trade positions are tied. i think you may well understand it once the turn takes place, which may be soon by all appearances. but date and time are always difficult matters.

To: TheSlowLane who wrote (46437)	2/18/2004 6:07:59 PM
From: energyplay	Respond to of 74559

I understand that China was building inventories of metal before new taxes - could that inventory quash the rise of copper short term ? So this could be a short term top.... Long term, it migh take $1.50 + Copper to ease demand. Add in some Japan growth, then where's the limit ?