Precious and Base Metal Investing Message Board

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Gold/Mining/Energy : Precious and Base Metal Investing

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To: jimsioi who wrote (9815)	4/16/2003 8:29:44 AM
From: russwinter	Read Replies (4) of 39344

I didn't feel this BOB outcome would be a tradable rally for the general market, as the sentiment indicators that served me so well in July-Sept, Oct-Jan weren't strong enough. But the Fed has been printing money like there is no tomorrow, Message 18842109 so this must be filtering into the markets, as the economy can't use the "liquidity". This is an unusually dangerous bear market rally to be long on in my view, but hopefully my big energy exposure will start paying off. Oddly the big strength seems to be in financials so far. Ultimately this excess inflation (going to be a big story, initially hyped as "pricing power") will find it's way into commodities. I'm really keying on the bond market, which I'd like to short. Know of any non-future vehicles for that? Don't know about the POG retrace down to $310, but looks like the yellow dog has more work to do. I'm really surprised that the commercials are still this short. Still I'm fully loaded with my PM plays, as I didn't wish to get overly cute on timing.

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