Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (48017)	4/5/2004 6:54:50 AM
From: elmatador	Read Replies (1) \| Respond to of 74559

<<China is screeching to a slowdown of unknown speed and may affect matters.>> RMB will be revalued or not under this hitting the breaks scenario?

To: TobagoJack who wrote (48017)	4/5/2004 4:12:43 PM
From: energyplay	Read Replies (2) \| Respond to of 74559

I'm waiting for a possible dip in royalty trusts as a buying oppty. I will be going more heavily to margin, so I will have plan which RTs - dual listed and US are marginal for me, Canadian only are not. Still feel good about metals - Godzilla (Japan) awakes, will make up for any China or US slowdown.nk I think the upside potential for the next 2-3 years may be very large for the world economy, and this will show up in raw material prices.

To: TobagoJack who wrote (48017)	4/5/2004 4:20:49 PM
From: energyplay	Read Replies (1) \| Respond to of 74559

Optimism - part of my optimisim is that both Republicans and Democrats will want to pull in excessive Federal government spending after election, and back off on tax cuts to some degree. Add in economic recovery and some inflation, and tax revenues will be up. This will contain the federal budgert defict, and the mnoves of the US Dollar over the past year will reduce the trade defict. So the dollar collaspe sceanarios fade. The next recession will be very nasty, because there is less ammunition to fight it. For now, however, we are in a boom/recovery that includes most of the world except some parts of Europe.