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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: isopatch who wrote (89819)4/7/2001 8:15:32 PM
From: MetalTrader  Read Replies (2) of 95453
 
As I've listened to the media play various perspectives (of course never actually listening to what is said) I am struck by the insistence in creating conflict where none may exist. For example...when a steve roach asserts that the economy is continuing to confront recessionary pressures, while an abbi cohen says it's time to increase equity weightings, there seems to be an insistence by many on placing these two assertions on opposite sides of the same argument. They aren't. It is apples and oranges. Linked in a dance of ultimate intent, but separated by the chaperone of time.

There are two separate debates in my view which have been put into some sort of confusing pablum and which for matters of near term investing should remain related but unique. In some poster's inimitable ways, (may god grant that they shall never be imitated) in the morass of ramblings, continued comments on the disconnect between fundamentals of the energy industry and energy investing should be noted and heeded as fair warning. Likewise reasoned and reasonable positions in gold/silver and investments that may benefit from weakening US$ are worth sidling up to.

Do not be beguiled by the fundamentals if quarterly, monthly, daily or hourly performance is your focus. If the future of Natural Gas or storage technology or healthcare or optical switches is positive then by all means invest in it. But do not be drawn into debate on the next three months performance let alone the next day's armed only with fundamentals.

I've waited six years for gold as an investment to cross my lips again and beginning last fall will take my time accumulating it, looking both ways at every crossing.

Comment given without a care in the world whether anyone heeds, with no certainty, no guarantees, no memory longer than 3 days that any of it was said and subject to change without notification.

MT
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