Precious and Base Metal Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Gold/Mining/Energy : Precious and Base Metal Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Silver Super Bull who wrote (11305)	5/21/2003 4:59:07 PM
From: russwinter	Read Replies (1) of 39344

<the "capital flight" idea you mention may indeed be unfolding?> Why hasn't it manifested itself in weaker bond and large cap stock prices if true? I agree with the scenario, I'm just perplexed about the forces driving it. If it's a bunch of hedge funds, we will get whipsawed on our overall view. <I am ultra-bearish ("Kodiak" sized), especially at these price and valuation levels.> I'm more modestly bearish, except on the financial/credit sector. The large cap QQQ names are fairly vulnerable. The energy stocks will disconnect from the market; they are way too underowned. I will reenter sectors like biotech and defense, and other "special situations" (I've located some neat small cap plays) again on a fear spike, and when shorts pile back in. <What has changed the mindset?, targeted level? > I don't think the US has any control of the USD decline, unless they choose to defend the currency at some point with much higher interest rates.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next