SI
SI
discoversearch

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.
Gold/Mining/Energy : Precious and Base Metal Investing -- Ignore unavailable to you. Want to Upgrade?


To: Stephen O who wrote (29457)5/7/2004 8:20:47 PM
From: Night Trader  Respond to of 39344
 
They have a fairly good recent record, being optimistic on the US economy last year for example when many (such as the oft quoted Steven Roach) were calling for recession:

bankcreditanalyst.com

I like their lack of ideology: they just report it as they see it and don't filter it first through their viewpoint - this is I think the fault of the majority of people on SI.

I should note that Andy Xie of MS who also called the commodities upswing last year is now calling for a dramatic reversal:

Message 20095824