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

To: rubbersoul who wrote (25180)	1/23/2005 12:11:17 PM
From: mishedlo	Respond to of 110194

Mish, You mention that "Energy could even rise in the short term with geopolitical concerns". Is it also possible that the energy sector might not be hit as hard as the base metals industry by the slowdown due to the fact that people will have no choice but to heat their homes in the winter, power their air conditioners in the summer, drive their cars to work, etc..? Cheers, John I would expect that to be the case. I also believe some copper mines etc are coming into production next year. I no of no new major oil fields coming into play any time soon. In fact they do not even exist. That said, I could conceive of a oil price fall to $35 or so. If something nasty happens in Saudi Arabia or Iran I could see $70 in a few weeks. Who knows? This economy is DOA on a spike to $70. It most assuredly would NOT be inflationary. Mish