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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: CpsOmis who wrote (94444)11/16/2001 10:27:12 PM
From: SliderOnTheBlack  Read Replies (1) of 95453
 
Cosmo ?

re:
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["Big Dog and the others 'in the know' in the oil 'bidness' have moved to

Big Dogs Boom Boom Room

Subject 50987

Also, there is a thread called High Tolerance Plasticity.

They moved there to moderate out some of the more undesirable elements that continued to turn this thread into a circus... they created an intellectual ghetto known as SDII..... they talk gold and economic meltdown theories there.

Cosmo "}
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...you know I like & respect Big Dog as much as anyone; but you might just check that portfolio atop that thread; that started when he started that thread... which was when "some" of us - who don't know anything about the patch (VBG) - started exiting ! ... and then after your'e done with that; I'd suggest you review this chart one more time and then decide just what Gold did, or didn't do... and also look at the S&P, DOW & NAZ comaprisons to gold and tell us one more time about - "economic meltdown theories"...obviously according to this reality chart from August 2000 to date (Kodiak's chosen starting point (VBG) - there was good reason to talk about GOLD & Economic meltdowns; now wasn't there ?

READ 'EM & WEEP ~

siliconinvestor.com.

Aug 27th 2000 to date:

HUI + 33%
(unhedged golds)

DOW - 7%

S&P - 20%

OSX - 47% (OUCH !)

NASDQ - 48%

...this thread broke down for one reason.. the bulls became too bullish and stayed that way too long - period.

It doesn't take much common sense to realize that 95% of all iNet threads are compromised by 95% bullish investors - who do not want to hear negatives... let alone have their noses rubbed in their doo-doo after the fact... THAT was the only problem that this thread ever had.

"some" of us - saw the light; understood that the Oilpatch is first & foremost a CYCLICAL sector - that it is NOT a growth stock - longterm buy & hold sector and that there are no new paradigms - other than the subcycles to the sector will be shorter & more volatile - period.

... that my little hairless friend Cosmo is reality.

Deal with it.
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