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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: Bearcatbob who wrote (7210)	4/22/2004 6:26:56 PM
From: Canuck Dave	Read Replies (2) \| Respond to of 313200

Clive Maund is certainly of the same opinion as yours. He sees a deflationary collapse. 205.232.90.194 People cashing out, industrial production dropping, a speculative bubble in commodities collapsing. I think you're both right up to a point, but shortages of raw materials are also real. Lower prices will encourage more waste and a hastening of an eventual squeeze. Once one commodity squeezes for real (copper?), the others may follow suit in a hurry. I'm sitting on 30% cash (well, 35% now, LOL) and can ride out some short term madness waiting.... And wait I will. CD