Clown-Free Zone... sorry, no clowns allowed 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.

Pastimes : Clown-Free Zone... sorry, no clowns allowed

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: ild who wrote (163651)	5/3/2002 9:36:26 PM
From: ild	Read Replies (2) of 436258

Commercials shorted a lot more gold cftc.gov Jon Kaplan has been shorting gold stocks and buying tech. He's missed the whole gold run. Poor guy. He sold all his gold stocks a year ago. This market has no mercy to clowns. I still respect him because he openly publishes his opinions. goldminingoutlook.com MODEL PORTFOLIO: Remaining diversified, including the following mutual funds, roughly in order: VUSTX (long-term U.S. Treasuries), VGSUX (U.S. utilities), FIUIX (U.S. telecom and utilities), VWEHX (U.S. higher-grade junk bonds), ACTAX (long-term zero-coupon U.S. Treasuries), VPACX (mostly Japanese equities), as well as an increased short position in gold mining shares, and a still substantial cash holding. Once the current short-term rally in U.S. equities tops out, I plan to purchase puts on QQQ. I intend to cover my short positions in gold mining shares once either gold goes below $270 or commercials go net long at least ten thousand contracts, whichever comes first.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next