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


To: Chispas who wrote (36981)9/12/2005 9:34:47 PM
From: mishedlo  Read Replies (1) | Respond to of 116555
 
from Micmaz on the FOOL....

I saw this this morning;

asia.news.yahoo.com

"Merrill- Best market conditions for mining, energy
HONG KONG, Sept 12 (Reuters) - Merrill Lynch Investment Managers, a unit of Merrill Lynch & Co. Inc , said on Monday the gold, mining and energy industries are enjoying the "best market conditions" for a generation on the back of strong global demand and supply constraints.

"Time will tell, but the arguments for a super-cycle are persuasive: the emergence of two huge new markets represented by the industrialisation of China and India," said Graham Birch, Merrill Lynch Investment Managers' chief investment officer of Natural Resources, in a statement."

The contrarian in me is saying sell the natural resources fund I own. Could this be the temporary top? I haven't decided yet.