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To: smolejv@gmx.net who wrote (2003)2/25/1998 7:28:00 PM
From: Marc Schiler  Read Replies (2) | Respond to of 11051
 
DJ,
Thanks for the Berkshire site, it really is interesting. In the end, I think that the Ag purchases are more about limited supplies and very sound fundamentals rather than the expectation of a catastrophe. Your scenario would make silver an excellent play, but it just doesn't seem likely, nor like Buffet's style. We'll wait and see.

I still don't understand why the Hunts got nailed for their play, though.

Incidentally, JT, your timing is absolutely outstanding. You have made a bundle (safely) and have an opportunity to make more. Congratulations.

Marc