Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: Cogito Ergo Sum who wrote (13283)	5/26/2002 3:59:40 PM
From: Louis V. Lambrecht	Read Replies (2) of 36161

kastel - but will sell this week PDG Better said trade PDG for an unhedged smaller HUI constituent. Not certain when, but thinking of trading NEM for a while(also nervous about ASA). Read an ultra bullish piece of Adam Hamilton safehaven.com (He is not the first one to compare this gold move to the 1970-1980 one, but yeesh! $5000 in a bubble?). Made me check the miners on relative performance on YHOO quote.yahoo.com^XAU&d=c&k=c1&c=^hui,nem,gfi,abx&t=3m&l=on&z=m&q=l speak words. If you compare with BGO, HL the graph can't handle the overperformance. quote.yahoo.com Look what ECO did last month quote.yahoo.com Have the NA non-hedgers run their course, and will now resume performance on a par with the HUI? Or just stop asking questions, just buy the non-hedged while they are affordable, take a five years vacation on our Platinum Card and sell before the bubble pops. And I thought I was excessively bullish with a $600 target.

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