Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: gold$10k who wrote (6795)	1/25/2002 1:58:14 PM
From: rolatzi	Read Replies (3) of 36161

Valuetrader, Thanks for the follow up. The market is indeed strange. The melt down seems to have been postponed. The dollar is up big. Bonds continue to tank while gold is quite flat in dollar terms. How are people positioning themselves. I remain in PM, energy and energy service, wireless and bonds (ugh). I need to decide whether to hold the bond fund or throw in that towel. I still am of the belief that the recovery will be seen as weaker than currently believed and long bond yield will come back down. If it doesn't come back down, the recovery is in trouble. I also believe the rumors that Japan will devalue the yen but not sell of US Treasuries. Ro

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