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Strategies & Market Trends : Natural Resource Stocks -- Ignore unavailable to you. Want to Upgrade?


To: crustyoldprospector who wrote (14101)8/2/2004 2:50:45 PM
From: isopatch  Read Replies (1) | Respond to of 108962
 
Crusty. Saw that. Good article. He's one of the VERY few

out there as bearish as me.

Posted a week or two back that we made our cyclical top in PMs and PM stocks late Dec/early Jan with other commodity and cyclical sectors coming on board as the year has progressed. Crude oil and maybe copper are among the few holdouts.

Everything but the $ and Tsy bonds is in the process of settling into cyclical bear market behavior. Classic deflationary recession scenario in the works for early next year. Perhaps late 4th qtr this year, with numbers coming out after the holiday period.

Isopatch



To: crustyoldprospector who wrote (14101)8/2/2004 3:00:24 PM
From: Roebear  Respond to of 108962
 
crusty, (Rogue Waves)
So now must be a good time for vacation, with The Perfect Financial Storm on the horizon, cash in (or go to cash in)the ole Portfolio and take a cruise?

Not so...

Rogue waves now proven to exist and more frequent than previously thought:

news.bbc.co.uk

Also,

news.bbc.co.uk

gg/ng

PS, good article you posted!

Best Regards,
Roebear