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

To: que seria who wrote (15788)	6/24/2004 9:01:26 AM
From: russwinter	Read Replies (1) \| Respond to of 110194

<hard landing in China.> Depends on how you define "hard landing"? The copper deficit for instance is about 7% of demand. So that means you'd need to see a huge worldwide (not just China) reduction of demand, or an economic collapse. A slow down isn't enough. And you know, I just don't see the market pricing anything else for such a scenario, at least yet. No, I think the more likely theory is that the playbook doesn't know how to connect the dots, and overestimates the Fed's inflation fighting prowess (none, in my estimation) and the current speed, intensity and true impact of the China slowdown. BTW I think there will be a bust in China, but when Cu is at 1.80, and Ni is $10.00. <bad chart waved me off> Bad charts have been deterring me from resources stocks too. I was going to buy CNQ on it's last break, but didn't because of the chart. But in the immortal word of Tom Cruise in "Risky Business", "Sometimes you just have to say, fuck it.".