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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: mishedlo who wrote (3474)12/16/2003 4:38:55 PM
From: russwinter  Read Replies (1) of 110194
 
<Gold and silver off only slightly but miners getting crushed.>

The "reflation" action over the last month has clearly shifted to energy and old economy cyclicals, as gold stocks have looked about as toppy as tech.
stockcharts.com[l,a]daclniay[pd20,2!b50][vc60][iUb14!Lc20]&pref=G

You heard it here first, felt energy stocks were the "low risk trade" relative to PM shares.

The bloom has come off the consumer, and I think it's naive to assume we are going to have a big inventory and capital spending recovery without them.
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