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

To: russwinter who wrote (17717)	8/14/2004 1:53:35 AM
From: westpacific	Read Replies (2) \| Respond to of 110194

No one talking about it, no one.... the 50 day just crossed under the 200 day - first time since the 00 top. They may try to rescue it, the FED tried all week if you did not notice. But as Jay said, every pop a short opp now.

To: russwinter who wrote (17717)	8/14/2004 9:05:53 AM
From: westpacific	Respond to of 110194

Nice old read insightmag.com

To: russwinter who wrote (17717)	8/14/2004 9:30:46 AM
From: newfoundland1	Read Replies (1) \| Respond to of 110194

I understand Venoroso is very bearish about Copper - seeing reserves building elsewhere (and reducing demand). Is this the unknown fundamental behind the poor technical showing of so many copper potential stocks? It sounds like the reverse of his Gold reserve hypothesis. ( I hadn't realised till writing that that reverse and reserve were so alike)

To: russwinter who wrote (17717)	8/15/2004 7:07:38 PM
From: ItsAllCyclical	Read Replies (1) \| Respond to of 110194

A few questions on copper for Russ or anyone: 1) How long do you expect the market to take to come back into balance with respect to supply/demand? What does the typical cycle look like in this sector? 2 years, 3 years? 2) What are Phelps Dodge's reserves. Trying to scan their website and reports and having a devil of a time finding it so far. Thinking of calling the company tomorrow, but wondering if anyone knew approxiamately. Trying to find out what the industry average is for market cap per tonn. 3) What % of HUGO's (IVN.TO) inferred resources at Oyu Tolgoi do you expect to become proven and probable? Have they set production goals? Just starting looking into them. TIA