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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: energyplay who wrote (7206)	6/14/2006 2:13:01 AM
From: TobagoJack	Read Replies (2) \| Respond to of 217774

EP, my understanding is that users in Japan, Korea and Taiwan has already concluded negotiations for iron and various metals for the framework contracts going forward. China is still playing, coy, between Brazilian and Australian suppliers. Looks like patience has its reward, so far. In order for CBs to crush inflationary expectations in ALL folks, or even enough folks, oil price will have to be trending down and then stay down, perhaps. This is difficult to engineer, without bringing on the expectation, and then actually triggering a recession. The way the CBs have gone about it so far will trigger something, even if only a financial accident which then induces a recession. By using the imprecise weapon of interest rate, and weapon of mass destruction that is the draining of liquidity, the fish (oops, i meant the hedge funds and ARM homeowners) will flip and flop on mud flats, and die. Too evil, if that be the plan. In the meantime, given that no more large pools of oil have been located, and few are devoting the dollars to do so, the future of existing fields ought to be bright, and that of long life oil sand assets brighter still. At some juncture, hopefully right before Bernanke cries uncle, we ought to buy, and buy hard. Chugs, J