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

To: ild who wrote (27342)	2/28/2005 12:06:35 AM
From: jackjc	Respond to of 110194

Well it affects the big capex open pitters, but undergnd vein gold mining is relatively low capex.

To: ild who wrote (27342)	2/28/2005 9:10:18 AM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 110194

an excellent and timely article from Wulff: "Wall of Worry" mcdep.com Summary and Recommendation As more investors seem interested in buy-rated energy stocks, we reconsider the potential worries. World growth may stop, a large new supply of cheap, clean energy may be discovered, the dollar may become good as gold, inflation may end, environmental controls may end or the world may send more troops to the Middle East. Those worries, deliberately overstated by us, touch on the major economic, monetary, environmental and security factors that influence the outlook for energy investment. Weighing the positives and negatives every day in the futures market, commodity investors conclude increasingly that the average price of oil for the next six years will be higher than previously expected. Similarly we expect stock market investors to conclude increasingly that stock prices for recommended natural gas and oil producers should be higher than previously quoted.