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Strategies & Market Trends : The Residential Real Estate Post-Crash Index-Moderated
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To: Mike Johnston who wrote (45935)10/18/2011 2:58:17 PM
From: TH  Read Replies (1) of 119361
 
MJ,

My miner indexes are semi-secret. But, many have figured out parts of them. It is not that I do not want to share, but they were picked to be pure indicators of price and not anything else, thus I do not welcome discussion about their relative fundamental value. And, those in my doggy index are held by many friends. I would not want to disclose those, even if I do not find these particular miners attractive for my own holdings. Who the fxxx am I to judge these miners anyway <g>

But, of the big names getting held down, one only needs to look at the three horseman of the Apocalypse; NEM, ABX, and GG. NEM has the Peru problem right now, but NEM learned their lessons and will not disappoint the street on the 28th. I expect NEM will report a very, very good quarter. And I bet many others do too. But today, NEM is getting smacked a bit. Copper a problem? Hmmm, don't know.

Someone is working very hard to keep miners down.

GT
TH
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