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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: bart13 who wrote (91053)1/30/2008 3:46:45 PM
From: Archie Meeties  Read Replies (3) | Respond to of 110194
 
Yeah, I think I just witnessed the "violently opposed" part, lol. Reminds me of when I suggested homebuilders were a buy back on the real estate crash board. They really got excited about that call. -g-

It will certainly be interesting to see how commodities do over the next 6 months. I hardly think the Fed's decisions are easy, but I generally am more optimistic about future growth and inflation than the majority of SI'ers.



To: bart13 who wrote (91053)2/1/2008 12:27:20 AM
From: Archie Meeties  Read Replies (1) | Respond to of 110194
 
Well, to sum up, I think the easy money has been made in the commodities and precious metals.

Terry, PAAS is a well managed company, great projects. But buying here you have to make sure you're not coming late to the party. And quite a party it has been!

The time to get under the silver story was early in the decade, when you could make a bull case for silver based on nothing more than supply defecits, knowing that several things would unravel along the way as a bonus.

Message 14297753

Decent run from those heady days, can't see it happening again.

I think silver outperforms gold from here on out, but I'm completedly out of the pm's. Good luck in your investments.