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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?


To: Keith J who wrote (40634)3/23/2005 2:14:17 PM
From: SliderOnTheBlack  Read Replies (3) | Respond to of 206319
 
re:" we added 36 Million barrels added to the SPR, not 100"

...dig deeper and look just a bit outside the SPR box.

Taikun

re: ["You're assuming the RMB rises. Is that assured ? "]

It will be re-pegged.

I don't think China is anywhere close to free floating the RMB.

...and you lost me on your Matt Simmons comments.

I give him an "A" for Salesmanship... he's an Investment Banker Selling his Services.

Every Commodity will "PEAK"

...someone can sell "PEAK COPPER"

...someone can sell "PEAK GOLD"

...someone can sell "PEAK NICKEL"

He's selling PEAK OIL and he sells it well....and he's been selling it for the last 3 cycles as well (vbg).

- someday he'll be right.

I repeat... he get's an "A" for Salesmanship...and rather obviously so.... he's sold 99% of people here - as inventories ramp to 5 year highs; has he not (vbg) ?

No one disputes that Oil Production will PEAK.

The question is WHEN ?

- will it be in 5 years, or in 20 ?