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Gold/Mining/Energy : Games Trader

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To: Professor Dotcomm who wrote (1150)	9/13/1999 7:01:00 PM
From: goldsnow	of 1239

That is not an issue (effects) Yen is in demand because foreigners buy yen to buy Japanese assets on anticipation of recovery, they also would sell Dollar denominated assets to transfer capital to Asia (effects are immediate and implication are important) Similarly oil moved-up not so much because of OPEC but in anticipation of Asia recovery... Oil-drillers same but much greater upside

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