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To: marc chatman who wrote (45892)6/4/1999 9:34:00 AM
From: Ronald J. Clark  Read Replies (1) | Respond to of 95453
 
Coke after-effects still bothering Kudlow. He's probably short crude hoping OPEC won't honor cuts, but his backup position is that Justice should knock out the cartel if it works.

The Briefing.con got it wrong on the way down for the OSX and now they're going to get it wrong on the way back up thus winning them the losing Perfecta.



To: marc chatman who wrote (45892)6/4/1999 10:29:00 AM
From: Crimson Ghost  Respond to of 95453
 
Kudlow has made some good calls and some bad ones.But important to remember that low commodity prices forever are part of his view of the way the world must work. He is so set in this view that he cannot accept the fact that this paradigm is changing fundamentally.

And if he really believes that $270 gold is telling us anything other than the fact that central banks continue to trash the yellow, he is even more hopeless than I thought.