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Gold/Mining/Energy : Gold Price Monitor -- Ignore unavailable to you. Want to Upgrade?

To: long-gone who wrote (10103)	4/17/1998 12:18:00 PM
From: Lucretius	Read Replies (1) \| Respond to of 116815

Richard, no problem. I have a pretty thick skin. Just saw no point in being where I'm not wanted. :) Grain prices: I think higher food prices in the coming months are a given after El Nino. The warmer than usual summer that usually accompanies El Nino should also do some damage to crops. Throw in higher petroleum costs from OPEC reductions and a colder winter (not to mention higher natural gas prices simply due to under production and RR problems in shipping coal let alone the increased emand we're going to see from the bitter cold that should follow El Nino). Add in tight labor and the recent rise in gold..... and I think you've got an excellent case for a rise in interets rates which should benefit gold greatly. A little mkt crash on top of that (mkt is in mania phase IMO w/ a 1-way ticket to disaster), and I think an excellent case for gold is made. IMO Noticed some here discussing oil and gas. I'm heavily involved in the oil services sector (have been for about 3 yrs) Thes stocks (while not cheap) are dirt cheap compared to the mkt. Earnings growth will cream the mkt in the coming qtrs--- (even those nutty internet stocks (ggg) Good luck! -Lucretius

To: long-gone who wrote (10103)	4/18/1998 6:38:00 AM
From: Bobby Yellin	Read Replies (2) \| Respond to of 116815

Hope you enjoyed the article by Shaw...truly an unusual man.. decided will buy Barron's today..article on cover about how merger don't necessarily work.. wonder if we will just see more rotation in this market into cyclicals or else if people have become so used to this merrygoround and have become so conditioned..they won't realize it has stopped.. wonder if there will be a stampede into gold shortly from plain confusion..or wonder if we have to wait for final common currency clarification.. can't wait for "in the fullness of time" (still think now that the internet is going to replace a great deal more jobs than it creates)