2/6/06 Notes

1/3/06 Barrons
Rubber shortage? (matt simmons, simmons and co); Peak oil?

12/26/06 Barrons
Gold -
- NEM - newmont mining
- GG - gold corp
- FCX - freeport
- rgld - royalgold

- osk - oshkosh truck
- xec - jon wolff, credit suisse

- joyg for mining tools
- tsu - brazil cell phone
- cdis - caldive
- bbd = itu (?) brazillians banks