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

To: Raymond Duray who wrote (10523)	3/20/2004 10:24:41 AM
From: Elizabeth Andrews	Read Replies (2) \| Respond to of 110194

But importantly this monetary inflation is occurring at the same time as there are significant metal supply shortages during a period of strongly rising demand, which situation is likely to be present for many years. It is an explosive combination. This, in my view, is not a normal base metal cycle, which has been related historically to USA housing starts and the Industrial production numbers of the western world. This is a fundamental change in the market that will persist for a long time.