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Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers -- Ignore unavailable to you. Want to Upgrade?

To: jackjc who wrote (24236)	11/2/2006 11:32:50 PM
From: John McCarthy	Read Replies (1) \| Respond to of 78419

Hi jackjc I understand your points. I was not coming at it from base metal good base metal bad thingie thing (tautalogy) .... Simply, I was just astounded by the size of the numbers of China + USA. I've been in nickel awhile and just got a small toe worth of zinc warrants (Koan's gotta learn to yell louder) Feel naked saying this - but if the USA tumbles (and its kinda starting) I think we will reflate ... lower interest rates. Writing that is hard because if you read Yahoo or read a link here on SI somewhere ... Morgan Stanley is "right now" shorting the euro on the expectation that the USA Fed *will* raise interest rates due to the (a) lower USA worker productivity and (b) increasing wage costs (see Yahoo main story) We're two stones throws from a general presidental election on the one hand, + the republicians getting creamed in 2006 ..... so - as the inflationary pressures rise and if the Fed increases rates - leading to higher unemployment and (guessing) very dangerous higher yield curve inversion ..... -- sumpton's gotta give -- its over my head - so I've dumbed it down to Ben will hold steady and as we tank downward he will punt and lower interest rates ..... and thereby (long winded) keep China + USA demand steady or rising .... my track record? never been right about this stuff not even once .... LOL regards, John