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

To: SwampDogg who wrote (39243)	5/16/2006 2:27:51 PM
From: TheSlowLane	Respond to of 60902

Agreed...Jay Taylor admitted today that he should not have sold his house in Queens two years ago (he leased it back from the purchaser). He concedes that Jim Dines has a point in responding to what the market is doing, not to what we THINK it SHOULD be doing. JT still sees deflation at some point, but says energy and base metals are good components for your resources portfolio (along with gold) as long as inflation has the upper hand. Will try to post more material tomorrow...

To: SwampDogg who wrote (39243)	5/16/2006 2:27:55 PM
From: TheSlowLane	Respond to of 60902

Agreed...Jay Taylor admitted today that he should not have sold his house in Queens two years ago (he leased it back from the purchaser). He concedes that Jim Dines has a point in responding to what the market is doing, not to what we THINK it SHOULD be doing. JT still sees deflation at some point, but says energy and base metals are good components for your resources portfolio (along with gold) as long as inflation has the upper hand. Will try to post more material tomorrow...