Strictly: Drilling and oil-field services Message Board

STOCKTALK

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 : Strictly: Drilling and oil-field services

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: BigBull who wrote (66674)	5/19/2000 5:34:00 PM
From: ItsAllCyclical	Read Replies (1) of 95453

Interesting and intelligent take on China/inflation. I guess I would tend to agree in the long term, but I would think the effects would take some time to be felt by the market (1-2 years minimum). Markets do not "open" on a dime regardless of what an agreement might say. However, that said I don't think one needs more than 10-15% exposure to gold for it to have an effect on your portfolio if prices/inflation skyrockets. Currently I have about 2.5% in AEM my only gold stock. If I continue to see merit in your and Slider's posts regarding gold I may increase it to 10%, but probably not much more. I'm certainly no gold bug yet. But if I'm going to hold cash anyway and if the gold stocks look like they'll at least hold their ground then I may increase my stake in the gold/basic commodities sector (just in case two smart guys are correct).

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next