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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: SliderOnTheBlack who wrote (66308)	5/17/2000 12:18:00 PM
From: Michael Young	Read Replies (3) of 95453

<<exit of Soros, Julian Robertson et al is NOT a watershed event... their exit was not about stock picking as so "glibly" commented on. They are basically acknowledging that the market has totally disconnected from reality. >> Uh uh. Hmm. So I guess Soros was looking for Naz 6500 when he loaded to the gills with tech stocks? That was the "reality" he appeared to be forecasting. And yes, Robertson did pick the wrong stocks. Most of his value investing peers managed to perform well enough to stay in the game. He didn't. You use other bad examples to talk your gold position. MIKE

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