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

To: TobagoJack who wrote (35740)	6/13/2008 10:17:13 PM
From: 8bits	Read Replies (1) \| Respond to of 217541

preparing to short put on gld at some juncture Is this because you think gold will drop in the near/intermediate term..? PS DZZ is a double short on gold.

To: TobagoJack who wrote (35740)	6/14/2008 12:21:01 AM
From: carranza2	Respond to of 217541

too busy to think at the mo I think I understand completely. My neurons are overloaded and stressed for there is no clarity in the markets save for the tried and true fundamentals. Very easy to deviate, to not keep the grand themes in mind. The grand themes are energy, gold, commodities and strong currencies. Patience and stubborness and a refusal to be distracted, as I have unfortunately been, are the keys.

To: TobagoJack who wrote (35740)	6/14/2008 7:31:11 AM
From: elmatador	Read Replies (1) \| Respond to of 217541

Forces pushing to: Process at of the mine's mouth. Ship processed. No more export semi-manufactured. I am thinking here how much better Brazil will be with this trend. examples: We produce orange juice. Remove the water. Freeze it, put into stainless steel tanks and ship it like crude. Therefore we save by not having to ship the water and the Tetra pack packing volumes and weights. At the destination water is added packed and sold to supermarkets. Detroit is there because the coal, iron, the Great lakes and the St. Lawrence channel were there. I love when Economics is in the driver's seat dictating. It is beautiful to see the geography of trade changing. Brazil has no coal. Has Iron ore. China has no iron. Don't know about coking coal. Perhaps Australia and India will come up top of steel producers in Aisa. And Brazil in the Western Hemisphere (importing coking coal from Africa? Cheap coal fast becoming history Coal prices are unlikely to peak anytime soon as harsh weather conditions and infrastructure constraints in coal-producing regions continue to severely affect supplies. mineweb.com