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Non-Tech : The Woodshed -- Ignore unavailable to you. Want to Upgrade?


To: nspolar who wrote (25968)4/16/2005 3:16:07 PM
From: Square_Dealings  Read Replies (1) | Respond to of 60929
 
April 11 – Bloomberg (Koh Chin Ling): “China expects to face shortages in more than two-fifths of production materials, including iron ore and crude oil, in the first half of this year because of rising industrial production. China’s production won't meet demand for 43 percent of 300 types of materials surveyed by the trade ministry, the Beijing-based Ministry of Commerce said…”

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Gold and silver are not the same thing. Silver is much more scarce.
I think silver and gold can disconnect. It all depends if there is a shortage in silver or not. I dont see how there can not be a shortage in silver going forward unless somehow China shuts down completely

m



To: nspolar who wrote (25968)4/16/2005 10:25:37 PM
From: yard_man  Read Replies (2) | Respond to of 60929
 
maybe early to say this, but looking at base metals, interest rates, what happened to GM recently, softness appearing in real estate -- I think we could easily have a deflation scare now -- I am not sure that gold and/or silver gets killed in a deflation scare.

What are the Eurodollar futures saying about Fed tighening going forward ... maybe they shock some folks soon, by skipping an increase??