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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: Cogito Ergo Sum who wrote (51474)	7/9/2004 10:13:53 PM
From: Taikun	Read Replies (1) \| Respond to of 74559

SC, Should be a new ad for a brokerage firm: "Got Commodities?" I think there are two camps out there, the GUDDEED, and the GUCUEED, if I may. I intend to play the inflation game through the energy and commodity markets. I am positive about the future and agree with Marc Faber and Jim Rogers that we are in a 70's style economy with commodity futures prices detached from company valuations. How long this divorce will last (it was never a legal divorce), and whether it is now a mere separation, is anyone's guess. Of course, this summer's high oil prices are letting the capricious have their 'fling' and then the question of commitment will arise at the dinner table. Long-run, though, I think Faber and Rogers are right. This favors the Loonie and Canadian industry, NKR and Norway (but I'm not so sure about Australia with their weak energy program). On all your gold, here are Kitco's lease rates. Who said gold isn't a currency? kitco.com -and how about some sugar with your wheat? RSI_U.TO. Have a sweet one!