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


To: ItsAllCyclical who wrote (20603)1/28/2005 12:37:35 PM
From: Zincman  Respond to of 108726
 
<<US Demand>>

How ironic?

tinyurl.com

U.S. 4th-Qtr Growth Slows, Inflation Up
(Reuters) - The U.S. economy grew at a weaker-than-expected 3.1 percent annual pace in the final quarter of 2004 year, its slowest since the beginning of 2003 as the country's trade performance deteriorated and inflation picked up, a government report on Friday showed. The increase in fourth-quarter gross domestic product, or GDP, which measures total output within U.S. borders, was down from a 4 percent gain in the third quarter and was the weakest since a 1.9 percent pace in the first quarter of 2003. More...



To: ItsAllCyclical who wrote (20603)1/28/2005 1:52:46 PM
From: jimsioi  Read Replies (2) | Respond to of 108726
 
IAC, on Rough and the key point....

"Should US private consumption ever falter -- admittedly, a long-standing concern of mine -- then the so-called “natural demand” for energy and other raw materials might mysteriously vanish into thin air."

HUGE, indeed...."india and china" - the leveraged play on the US consumer...makes me a bit nervous...Gives me an urge to raise some cash....