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Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers

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To: Claude Cormier who wrote (35869)3/16/2007 1:01:16 AM
From: John McCarthy   of 78419
 
Hi Claude

this jumped out at me ...

>>>>>>>>>>
Maybe am wrong but I think gold starts outperforming everything starting this summer.
>>>>>>>>>>

There is another poster on a non-mining board who
I read all the time ... and his thinking in terms
of timing is close to yours ...

I could be wrong and probably am wrong but
I don't think gold can goto infinity (thats my hope)
until the dollar falls ....

but the new wrinkle in the mix is Japan - in two
respects ....

(a) their gonna increase their BOJ interest rate
at some point in the 1st half - (yes, they
might not)

(b) to the extent that carry-trade money is tied
up in gold - I don't know how much is -
(a) is gonna gonna raise the value of the yen (I think)

which is gonna cream the carry-trade market (I think)

and so

(b) - seems to be a gold price killer (maybe
thats too strong a word) but lets say its leans
on it down-ward-ly ...

given the above -

are they factored into your thinking - or is your
perspective based on other factors ....?

just curious ...

regards,
John McCarthy
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