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

To: energyplay who wrote (29161)	2/6/2008 3:49:39 AM
From: elmatador	Respond to of 219535

Look to the scale. Commodities are in the beginning of a super cycle that will last at least 15 year non-stop. The scale is so huge that the thing feeds in itself. For example: only Australia and Canada were enough to supply England and the US. Once Japan entered era of high growth Brazil was reined in as a supplier. But Japan on the whole scale doesn't matter. Keeping the scale in mind: To fuel the BRIC growth today, you need Australia, Canada, Russia Brazil and the whole Africa. Now for the feed in itself part: The further you go seeking your materials, the further you spread capital to get those materials. On doing so you need to build there, thus creating boomlets as you go along. Angola, Mozambique, Sudan, Congo... In the case of Brazil as the economy grow, commodities start to be used internally and with less to export, resulting in importers going elsewhere to get the commodities.

To: energyplay who wrote (29161)	2/6/2008 4:08:30 AM
From: elmatador	Respond to of 219535

Where the money of: hedge funds, pension funds and random individuals, that have flooded commodity markets in recent years increasing volatility and sending prices to record highs, would go next?

To: energyplay who wrote (29161)	2/6/2008 2:01:35 PM
From: 8bits	Read Replies (1) \| Respond to of 219535

Martin Pring says it appears commodities have peaked, and gold in a blow off parabolic rise, and worldwide deflationary trends are becoming apparent. What is his record..? Several noted analysts (such as Jim Rogers..) would disagree although the possibility that a near term downtrend (in a long term bull market..) in commodities would seem quite plausible. Does he mean that gold currently is in a blow off parabolic rise or that such a rise will happen in the near future..?