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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: Mario :-) who wrote (103370)	1/16/2008 6:27:56 AM
From: E. Charters	Read Replies (2) \| Respond to of 313928

No longer publish. I send out the odd email, but it is just commentary and not often that timely. You can get it if you want. Don't think it will do much for your bottom line. mailto:echarters@sympatico.ca On the other hand those who were listening carefully would have bought GUY at 1.50, KGI at about the same price. III at 3 dollars, and AUR at 3.50. Unfortunately few were listening. I looked at but was not in time or positive for NOT or KXL. I thought CME might make it, but they blew a tire. Just goes to show. KXL was a shame because they obviously had good results and this stuff was in my own home turf. I really did not think the market would react. I think GZZ has a chance in Opinaca but they need to get really lucky. Virginia has drilled off the nose, and the other people on the limbs and on tensions fractures are not getting as lucky. Eastmain is a real slow boat to China, but is worth keeping an eye on as eventually they have to find something. I am following KCL as any time Anglo is doing the same thing as you are, and you have a major resource of the same nature, there is a chance that it is a good idea. A world-wide recession would not do much for fertilizer markets, but there is a conundrum here. Gold and oil are staying high, and if you look back at the depression of the 30's whilst markets were alleged to be depressed, and occasionally plants closed and laid off workers, manufacturing in the US continued apace with the development of V8 cars, competition between manufacturers burgeoning and increases registered in the sales of petroleum products. On one hand we have no good reason for a halt in Asian growth, and on the other hand we have shaky financial institutions and a credit crunch in the US. While many are running amok crying out the sky is falling, I am not sure the fundamentals are in place for continued weakness in all markets. There are far more people unaffected by this credit bubble than there are people caught in the meat grinder. A liquidy problem is accepted. Much of the growth in market recently in NA has been due to hot capital created by this flaky paper that has been over leveraged. The market will take a while to adjust to this. E<:-}