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Strategies & Market Trends : Natural Resource Stocks
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To: crustyoldprospector who wrote (3701)11/20/2003 10:57:46 PM
From: gold$10k  Read Replies (1) of 108604
 
Hi Crusty,

Your 47% PMs is the same as my Au/Ag allocation, but I have another 12% in PGMs. Your 17% cash is not so far from my 22% cash. In a scan of current PM charts tonight, I couldn't find anything I wanted to either add or sell.

XAU and the NASDAQ have been more or less in step since May. I haven't yet seen any evidence that won't continue until May/June. We'll see.

Also pretty interesting that BEARX and the general markets have been rising together. Tice must be doing well at picking his battles for shorting.

Regards,

vt
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