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

To: mishedlo who wrote (22358)1/28/2005 12:04:43 PM
From: yard_man  Respond to of 116555
 
Roach sounds like he is already softening a bit -- I think in another 6 months he won't even talk about raising rates again. It's too late -- NOTHING is going to fix things.



To: mishedlo who wrote (22358)1/28/2005 12:11:06 PM
From: yard_man  Read Replies (3) | Respond to of 116555
 
>>Too many commodity bulls I think. For now. When the US comes out of the next recession, however, look out above<<

It's not just demand resulting from consumer binge -- there are long term supply problems underpinning the new commodity bull. It doesn't go away, IMO, even if the debt bubbles start to get popped.

Near term, I think a big rally in the SA golds is coming -- just technicals point to it, IMO.


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