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Politics : Welcome to Slider's Dugout -- Ignore unavailable to you. Want to Upgrade?

To: SliderOnTheBlack who wrote (8024)	2/22/2008 9:58:10 AM
From: ItsAllCyclical	Respond to of 50339

I'm guessing you have something else in mind, but to me the easiest explanation is that commodities/oil/gold are nobody's obligation. There are no nasty financial surprises behind door number #2 waiting for you. Virtually all the world's currencies have problems and global rates are likely to go lower so why not shift some money into hard assets both as an inflation hedge and store of liquidity. Problem is the sector is tiny relative the bond market/equity market so it does take much capital to send it higher.

To: SliderOnTheBlack who wrote (8024)	2/22/2008 11:52:03 AM
From: ItsAllCyclical	Read Replies (1) \| Respond to of 50339

Ok, more to the pt it's the last bubble left. First CB's lowered during the Asian contagion in '98 and it went into tech stocks (along w/2000). The next time rates went lower the excess liquidity went into housing. Now with rates coming down again the last bubble left is commodities. The central banks can only add liquidity. They can't control where it goes. Stocks have issues here in a global slowdown. Most currencies have issues. Housing obviously has issues. Bond market has issues. Hard asset plays look good here by comparison in a declining interest rate environment w/global currency competitive devaluation.

To: SliderOnTheBlack who wrote (8024)	2/22/2008 2:51:20 PM
From: luds	Read Replies (1) \| Respond to of 50339

Hi Slider- love yoiur stuff. Any comments on T-Bone Pickens shorting oil & natural gas.providing he actually does. txs

To: SliderOnTheBlack who wrote (8024)	2/22/2008 10:56:20 PM
From: NOW	Respond to of 50339

same bat channel?

To: SliderOnTheBlack who wrote (8024)	2/23/2008 12:41:03 AM
From: paul ross	Read Replies (1) \| Respond to of 50339

One thing to consider is the worsening supply side picture of raw materials/food stuffs. A big reason platinum has taken off was the rolling blackouts suffered in So Africa due to lack of sufficient electric power grid infrastructure. This has caused energy to be rationed to the mining industry, decreasing available Pt world supply (So Africa supplies the world over 75% of it's new inventory) and also cutting into So Africa's significant gold production. The price of oil has effected nearly every aspect of food production, from fertilizers, to planting/harvesting machinery, to modes of shipment to market. The stock price of NG recently plummeted when it was revealed the company had abandoned development of its Galore Creek project, which had a significant copper/gold deposit due to escalating costs of mine construction. Coupled with world Central Bank's easy money policies, a potential perfect storm for precious metal/raw material investors.

To: SliderOnTheBlack who wrote (8024)	2/24/2008 12:24:28 PM
From: TH	Read Replies (1) \| Respond to of 50339

SOTB, You have me intrigued, again! Yesterday I ate a handful of peyote I had left over from the 80's, but no vision with the answer came. Last time I ate that much I figured out who killed JFK. So, I patiently wait. BTW, <I've been trying very hard to be more civil, and to walk a kinder and gentler path. In fact, this was one of my main New Year's resolutions for 2008> Why? GT TH