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Gold/Mining/Energy : Gold & Gold Stock Analysis
GLD 389.75+0.5%Dec 1 4:00 PM EST

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To: TheSlowLane who wrote (13881)6/11/2008 8:16:58 AM
From: jimsioi  Read Replies (1) of 29622
 
I see jawboning and coordinated intervention against inflation.

What will least be effected....not GOLD and its miners...though maybe they will be over sold come late June and the dates that VT mentions that they'll be seasonal low ball buys, but I'm thinking coal and natural gas...those are the natural resource plays that will have the best chance of pass through with gains this summer as the jawboning and efforts to manipulate intensify...

KOL - ETF for coal and my fav: wtn.to
UNG - ETF for NG price
eca, swn and xto possible picks for individual stocks in the NG space....

Gold and associated stocks will probably be the buys when the FED does raise interest rates, the stock market celebrates the end to inflation, momentarily, and then all heck breaks loose.

when the markets loose respect for the central banks...that's when gold will start its next rise....Right now they can levitate the dollar and as long as that goes on GOLD will be under pressure.

Some additional persepective:
investorvillage.com
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