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Politics : High Tolerance Plasticity

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To: Sharp_End_Of_Drill who wrote (16390)	9/6/2002 12:50:25 PM
From: RWS	Read Replies (1) of 23153

I'm short 5% gold stocks with a hard stop loss with expectation of July lows being exceeded. I would go long gold stocks at that point. A rising market may help the $, which, along with fears of deflation, would excuse a short term drop in gold stocks. I'm expecting a rally in tech so I'm long a few techs QQQ, MERQ, AAPL, QCOM and bios ENZ, VVUS, NABI, NOVN, and some oil and gas royalty trusts ERF, NCN along with a few other energy stocks (g). RWS

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