Short to medium term bullish on oil, cold on silver and likewarm on gold. Signs of slowing global economy as per the media will hurt silver copper etc short term but med to long term better. USD will hold here until decision on Iran is clear.
Oil is the place at the monent the news we sought came today. Saudis and Cheney met a month ago and worry was who spoke to who and did it include oil. New grouping of Arab countries persuading US to stay to protect Sunnis was the oneside in return saudis pumped oil to stave off the inflationary effects upon in particular the US as in Euros, yen CAD etc oilhad not gone up as much. Seems debka postulation of no such linkage may have been correct. Todays news implies no such linkage and no such deal took place, or that the Arabs reneged as usual.
Very important the actions and words of SA here, hence todays move in crude.
Buying likelihood of wider ME war, risiing gold and oil and dow.
LONG KGC BGO CLL SVY HL SSRI
No small deal as Russia Venezuela getting big political power from oil revenues not to mention the arch villain Iran. Nigeria going to shit, Somalia a worry and Irag and Afghanistan beset by 'insurgents' thus a threat to the flow. And what of the caspian, what was to be clintons legacy, a disaster for Bush Junior.
Off to dinner not watcthing markets too close. Buying at regular intervals in key sectors. New contract, very busy.
Angry the other night, should not have been so personal. Not gloom and doom but usually try to rememeber 'its a sunny day up above the clouds' but as I said not happy with present affairs and mad as hell and it gets to me sometimes. A different view to be sure.
My two cents.
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