hail the amazing goblin..hehehehehe, page-16

re: re:should be an interesting Well supply and demand in commodities is interesting, there are ample cases in the likes of grains where demand has been so much there has been NO supply, yes no supply AT ALL. Interestingly this has only occurred at the tops of markets, not at the bottoms, not at the half waypoints, only at the tops.

Therefore history indicates that a serve lack of supply is in fact a bearish omen then a bullish one.

However I do agree with you on gold, it is in a mega bull market and the root cause of gold’s rise will intensify this year, but after this year that’s pretty much it until late 2008, but that cycle will only last 1 quater, gold should be far from its peak by then.

If gold was the only factor with OXR I would be mega bullish, unfortunately copper is the other factor and this is the factor that troubles me.