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

To: Snowshoe who wrote (58395)	11/27/2009 11:41:52 AM
From: koan	Read Replies (2) \| Respond to of 217648

Hi snowshoe. That is good news. Juneau real estate is almost back to its old highs and inventories are low. Pretty messy trying to figure out what is going on and what will happen. The equation I am betting on, is that the US will need to be the last country to raise rates except for Briton, Iceland and a few others. So that should keep pressure on the dollar which will also put a floor under gold given the 90% inverse correlation between the two. And many guess the Yuan is 40% undervalued. Last, I think the entire world is in the throes of electrification of their countries (Denmark is the leader)which means huge demand for all commodities going forward and especially copper and battery metals.

To: Snowshoe who wrote (58395)	11/29/2009 4:10:36 AM
From: energyplay	Read Replies (1) \| Respond to of 217648

I think you are correct about inventory restocking - many companies are now running supply chains with near minimum inventory, and would rather pay higher air freight charges than have more containers stuck on the slow boat from China. Also, about a month ago, retail ticked up enough that the stores could see that Christmas selling would not be cancelled this years. Retail sales this season are predicted to be only 1% below last year. Back in August the predictions had worse case options that were really bad.