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

To: Jim Willie CB who wrote (8643)	2/25/2004 12:51:57 PM
From: russwinter	Read Replies (4) \| Respond to of 110194

It's seems that the hottest commodities have a large speculative element or hedge fund interest. I see this as the formula: fundamentals PLUS speculative or crack-up boom interest= current pricing. Crude oil has a bunch of speculators on the case right now, natural gas really doesn't at the moment. Don't ask me the logic, we're in a crack-up boom, remember? Anything can happen. The boom speculative element also adds risk and beta to the trade, witness gold. Gold's flushing out some specs, that will make it safer, and maybe give a brief low risk opportunity to buy? Just don't ask me the timing, it's a crack-up boom remember?