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Strategies & Market Trends : Ride the Tiger with CD

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To: Louis V. Lambrecht who wrote (2929)	1/24/2004 11:22:27 PM
From: Step1	Read Replies (1) of 313877

Louis, yes i concur, my theory is not set in stone, and it can and should accomodate many sub plots... Already i have been caught out of my major positions in energy, having kept only two stocks and a trust, and that has been a mistake in as much as it would have tempered the gold portfolio. I do not move quickly, had started selling some pm positions up until the 7th of december but then decided to wait for better prices.... At any rate no one has an even passable crystal ball, so we are all making guesses to the best of our abilities... My second reason for not wanting to be in base metals (beside the credence I give to the deflation scenario) is their steep steep appreciation in the last two months of the year. I would rather watch some more. I mentioned puts on Inco, but that is of course dependent on the resolution of labor problems at Falconbridge. Anyway, my playbook is open and has a lot of blank pages in it, but they all have a deflation header at the top. Like i said the arguments on the D side have managed to convinced me better than the other side has... Bob Hoye of Institutional Investors, Richard Russell and the fame Trotsky on kitco... FWIW. regards step1

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