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

To: Earlie who wrote (6663)	5/18/2004 8:06:46 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 116555

Earlie, I think China is doing much more talking about slowing than actual slowing. And it is slowing growth, not going negative. Nickel is in short supply and is much less housing sensitive than copper. Now, all that aside, I am buying far out of the money January calls, so this is a homerun swing where I know I will get at least a foul tip and a chance to play again. Another point is that Norlisk Nickel may blow up completely, which would be nice for supply.