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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Tommaso who wrote (3742)	4/6/2004 6:51:49 PM
From: gregor_us	Read Replies (1) \| Respond to of 116555

Faber Too Has Wondered About Coffee and the Chinese. I have wondered the same thing--about wine, and the Chinese. It's easier to go "long" wine, than coffee, I think. I think the basic formula is to amass a collection, and that by selling 30-50% of it 10 years later you are then drinking the remainder "for free."

To: Tommaso who wrote (3742)	4/6/2004 7:15:20 PM
From: mishedlo	Read Replies (1) \| Respond to of 116555

Tom I am in the commodities camp. But.... Right now I think China cools. A LOT! Everyone is record long those and if China cools the exit could be as gracefull as the exit in treasuries last week. I repeat I do NOT recommend being short treasuries after this wipeout. As for commodities, I think they are a fundamental buy but not this overbought in face of a China cooling. Mish