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Strategies & Market Trends : Booms, Busts, and Recoveries
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To: energyplay who wrote (37456)8/25/2003 8:30:51 PM
From: TobagoJack  Read Replies (2) of 74559
 
Hello EP, I think:
- Physical gold remains a hold, along with CAD and AUD
- Gold shares remain a core hold plus staddle trade
- US equity and bonds remain a 'stay away'
- Energy of all flavors remain an accumulate/hold
- If one wants to spice up the portfolio for xmas ramp, perhaps go long on GE and NOOF :0)
- Should Indian equity stumble, I will buy back.

Chugs, Jay
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