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nutsaboutgolf2001

09/12/08 1:54 PM

#3910 RE: kipp440 #3906

Re DC's Investment Recommendations

The return of the commodity bull may be closer than we think. In fact with fertilizer stocks being up strongly for three days in a row and the US dollar now dropping, the next leg of the bull may have started.

But I think we may see some decoupling between many commodities and the price of oil. With Bernanke and Paulson watching "energy prices" and "gold", it may be that the commodity bulls will conscentrate more on fertilizer stocks, base metals, steel, iron ore and the like which might fall under their radar. I'm adding to my base metal holdings including nickel and iron ore holdings and to my fertilizer holdings (KCL today).