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

To: ItsAllCyclical who wrote (20620)	1/28/2005 2:34:46 PM
From: isopatch	Read Replies (1) \| Respond to of 108698

IAC. The markets have already turned, IMHO. As U and most ole timers know I've not watched CNBC, other financial TV programs or read mainstream market focused newspapers or magazines for years. Although Roach and a few other old pros are interesting, my portfolio decisions R based on my own work, imperfect though it is. FWIW, here's the call I posted here at the end of last year: Message 20899493 Once I came to that conclusion from looking at a lot of the same raw data other W.S. veterans watch, knew it was time to go to a higher than normal cash allocation, shorten my holding periods, hold a lot fewer core stock positions, focus on only a few special situation profit opportunities, AND do a little ST trading to pay the bills around here:o) And, per repeated posts, that's been my modus operandi since the beginning of January. FWIW, Isopatch

To: ItsAllCyclical who wrote (20620)	1/29/2005 7:11:49 PM
From: croesus1111	Read Replies (1) \| Respond to of 108698

There are good arguments that this will end in deflation, but there are also good arguments for inflation. Deflation=shrinking of GDP Inflation=devaluation of the currency It is quite possible for there to be deflation and inflation at the same time. Argentina in the past few years is a good example. I believe that Germany in the 1920's also had a contraction of economic activity together with hyperinflation. I think that deflation with inflation is a likely scenario for our economy. It may be in its very early stages already.