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

To: TobagoJack who wrote (29795)	2/24/2008 1:57:44 AM
From: energyplay	Respond to of 217749

Two sources of M3 action and other economic numbers - Scroll down on each page for more information. shadowstats.com nowandfutures.com >>>Looking at these, I want to sell my blood and buy gold.<<< This looks like Central bank near panic to contain the sub prime and solve liquidity issues. At some point in the next 6 months, when most of the financial systems is stableized, I expect the central banks will try to reel in some of this wild prinitng - maybe in a way that pushes long rates up and keeps short rates down, since that will help banks, who borrow short and lend long.

To: TobagoJack who wrote (29795)	2/24/2008 4:18:06 AM
From: Snowshoe	Read Replies (3) \| Respond to of 217749

>>Platinum price... hit 7,000 at the very least<< You are getting me enthused about the possibility of Alaska getting back into the platinum business. The famous Goodnews Bay placer deposits near the Bering Sea coast produced 600,000 troy ounces of platinum between 1926 and 1979. Calista Native Regional Corporation owns the mineral rights. With luck, maybe their partners can find the hardrock motherlode... calistacorp.com The old bucket-line dredge constructed in 1937 The old tailings piles Drilling a soil sample Getting a bedrock sample

To: TobagoJack who wrote (29795)	2/24/2008 4:28:26 AM
From: elmatador	Respond to of 217749

China's bureaucrats are not doing bad if you look closely. Their dirigiste approach aims at moving China upmarket. Cutting the export tax rebate and giving it to locals. Thus moving the industry that produce cheaper products to sell to the local rural consumers. It doesn;t diminish the appetite for materials though. Sicne the industry will keep humming along. Some will be forced to move to Bangl and Sri Lanka if that styartegy keeps them making money. Who should worry is Euroep and Japan, because the Chinese will move into producing high value added content stuff. Industraliats would look and say: Huawei is taking market form Nokia, Ericsson Motorola and Alcatel producing high value products. Lets move into that market. But look Siemens, Alcatel, and Lucent Nortel and Motorloa feeling the pinch of the Chinese entrace into telecoms. Once China mopves into hospital engineering, power engineering and rollover, it will have the same effect the Japanese had: Westinghouse, GEC, AEG-Telefunken disappear. China will go after Hitachi, Mitsubishi heavy Industrie,s Siemens and G.E, ABB... Of course today tghe scale is so big that there is market for all of them, but these compnaies will feel the pinch as Motorola, Nortel, Lucent Siemens did.

To: TobagoJack who wrote (29795)	2/24/2008 8:53:48 AM
From: Dr. Voodoo	Read Replies (1) \| Respond to of 217749

not mentioned is, commercial production of numerous commodity chemicals that go in everything from blue jean dyes to your grandmama's hair color...(well maybe not YOUR grandmama's hair color... but i hope you get the picture). Interesting plays: investorrelations.umicore.com finance.yahoo.com However, the issue in most commercial processes including catalytic converters isn't the cost(so little is used), it's the commercial availability. with that said, i doubt that these will be sequestered in some etf vault, to the extent of say, gold, which serves no commercial interest. As someone will 'NEED' them.... (not in the way that my wife "NEEDS" that necklace.)..either... for production of some manufactured good. Even at a cost of perhaps double or triple today's value will still not be the underlying cost factor in the production of the final good... So perhaps ,,, the next bubble is in metals??? V