SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: loantech12/30/2005 9:58:42 AM
   of 78419
 
From the end of the Don Coxe article:

The dollar has had a strong year, but it remains in a major bear market,
and the downtrend will resume in 2006. Continue to overweight gold
stocks in equity portfolios.
6. Perfect storms for stocks come when the dollar is weak and the Fed is
tightening. Watch for storm warnings, including a widening of spreads,
especially the yield differential between T-Bills and Eurodollars—the
TED Spread.
7. Long noncallable high quality bonds are great insurance against an
economic downturn. Barbell your bond portfolio.
8. Watch the yen's behavior: if it decisively breaks through 122 toward 130,
the global risk level will sharply increase.

corporate.bmo.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext