Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: Frank Pembleton who started this subject	8/7/2002 11:57:08 AM
From: longdong_63	Read Replies (1) of 36161

All...one thing I am or will be watching during the recovery when it happens it the UST 10yr yield against the TIP 10 yr yield. Currently it is 4.29 and 2.60 respectively. Still a pretty stable spread for the moment which shows no inflation as of yet. However, if this spread begins to widen, it's time to load the boat on gold. Here is a good tracking page. bloomberg.com

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