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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: mishedlo who wrote (10240)3/16/2004 12:40:03 PM
From: russwinter  Read Replies (3) of 110194
 
I'm cautious (risk management) because I still think the CBs have plenty of ammunition (higher rates, i DO NOT things will cool off "naturally") they can draw on to defend against a crack-up boom (although too late on a Train Wreck), so I'm playing copper-silver through my very large holding in WTZ (once called Western Copper).

For Tom, Claude, and others, I reentered MNG this morning at 1.77. Looks like the stale money is coming out. It's more "value added" than just straight commodity speculation, and because it's the real thing, it should be more forgiving, if the crazy guessing one has to make about the Wizards is off (either or both of us could miss badly on their behavior and course of action, you'll have to admit?) This is one of the best advanced stage gold and mineralization deposits in the world. They will go into low cost production in about a year, plus there is an immense belt (the size of the Carlin Trend) that they have locked up. There is a lot of activity. This will be one a major will want to own, at much higher prices IMO. Presentation here:
files.presentation-direct.com
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