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

To: ild who wrote (11772)	4/12/2004 10:16:03 AM
From: re3	Read Replies (1) \| Respond to of 110194

i think i've seen that article awhile back...that said, i've got a few of his oil picks...i find it interesting that a few people on this thread think it is prudent to not be long such stocks right now...i'm not 100 % sure of course but i have confidence in the doc -g-

To: ild who wrote (11772)	4/12/2004 10:28:09 AM
From: Haim R. Branisteanu	Read Replies (1) \| Respond to of 110194

>>>> Compelling are also the fundamentals of food products. Taiwan, South Korea and Hong Kong have per capita consumptions of meat, sugar, coffee, dairy products, wine, beer and fish eight to ten times larger than China. With rising standards of living in China and other Asian countries, food products richer in protein than rice will proliferate and put enormous upward pressure on food prices at a time of declining food production in China. Therefore, investors should also be long a basket of agricultural commodity futures consisting of wheat, corn, sugar, coffee, and orange juice futures, or own large tracts of agricultural land. But before jumping recklessly into commodity futures, and iron ore, steel, pulp and paper, nickel, aluminum, fertilizer and copper producers investors should be aware that some commodities such as copper and nickel have already had huge price gains, as the 'China appetite for resource play' has become well recognized by speculators. <<<