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

To: Cactus Jack who wrote (10443)	8/9/2004 7:04:42 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 116555

that book sucks! just about any other book on peak oil is better imo, including all the ones Amazon lists on the same page: Buy this book with Hubbert's Peak by Kenneth S. Deffeyes today! plus Total List Price: $41.90 Buy Together Today: $28.84 Customers who bought this book also bought: * Out of Gas: The End of the Age of Oil by David Goodstein (Rate it) * The Party's Over: Oil, War and the Fate of Industrial Societies by Richard Heinberg (Rate it) * Resource Wars: The New Landscape of Global Conflict With a New Introduction by the Author by Michael T. Klare (Rate it) * The End of Oil : On the Edge of a Perilous New World by Paul Roberts (Rate it) * The Coming Oil Crisis by C. J. Campbell (Rate it)

To: Cactus Jack who wrote (10443)	8/11/2004 11:23:53 AM
From: Jim Willie CB	Read Replies (1) \| Respond to of 116555

Leeb is bright generally, but on oil just an also-ran go with Simmons or Campbell, who report on Saudi Arabia "The Coming Oil Crisis" by Colin Campbell is good check these out "Simons Hopes He's Wrong" by Matt Simmons petroleumnews.com "Saudi Arabia Ratifies a Fait Accompli" by Marshall Auerback prudentbear.com "The Fall of the House of Saud" by ex-CIA Robert Baer foi.missouri.edu / jim

To: Cactus Jack who wrote (10443)	8/11/2004 11:47:29 AM
From: Jim Willie CB	Respond to of 116555

"Reasons Why Gold Will Rise (revisited)" by Jim Willie CB 321gold.com / jim As the slow "dog days" of summer are upon us, why not a reflection on why gold still makes sense? The first article under my pen name "25 Reasons Why Gold Will Rise" was published in November of 2002 (much gratitude to the Moriartys). The entire motivation for the compendium of justifications was disagreement and disrespect for the few shallow reasons offered by the press & media. The only reason they seemed to understand was MidEast violence. Not the Iraqi conflict, but the Israel-Palestine ongoing endless version. Do they even recall this overused reason now that the focus of MidEast violence has moved 1000 miles east and 1500 miles southeast? Probably not. They would have to be blind not to discern tremendous problems for the US Economy external finances. They overlooked back then a cluster of monetary reasons and economic fundamentals behind an imminent gold rise and USDollar decline. They did not get it right then; they do not get it right now. Let's revisit the listed reasons why gold has risen, as forecasted 20 months ago. They are still relevant for further price appreciation. Since the time of its writing, two additional reasons have been captured, worthy of addendum. the 2 new factors: 26. major gold producing nations are seeing production costs rise in dollar terms from domestic rising currency, which has resulted in sharply declining profit margins, and may force shutdowns in mine operations 27. major smelters are seeing energy costs rise in dollar terms, as the cost of natural gas has increased, which has resulted in the shutdown of many large facilities