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Strategies & Market Trends : Strictly: Drilling II
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To: SliderOnTheBlack who wrote (22512)11/30/2002 9:25:59 PM
From: nspolar  Read Replies (2) of 36161
 
Slider, you mind voicing a couple of opinions:

1. What % are you PM's here and what it 'technically' appropriate? I have been 10% or less until very recently. Rapidly rising, probably approaching 20% and will keep adding as long as it goes okay. Might go well over 60% this go. Last major go I started at about 60% and didn't add, just stuck with what I started with and churned that.

2. Assuming the markets peak and head down and keep on heading south, how do you feel OSX, energy (gas) and golds will hold up? Do you think we will get a major rotation to golds this go, for example?

The reason for this mess is that AG and GW spend too much time watching Spongebob Squarepants.

TIA.
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