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Gold/Mining/Energy : Big Dog's Boom Boom Room

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To: kollmhn who wrote (161755)	12/27/2011 4:19:33 PM
From: profile_14	Read Replies (1) of 206184

ATPG? If so, short. It feels like it has another leg down before having a chance to go up. It could see $5.00 easy. I don't know it well enough but the bull case is a stretch vs. other names. Why fight it when there is so much hair? I would rather wait for some clarity. Our worldwide macroeconomic situation is tough. With Italy and Spain each rolling over $300 billion worth of debt this coming year, I think we are going to hit some air pockets. Let alone talk about the crazies of the world and what they are doing to stoke strife. I am both long and short some names, and with plenty of cash on the sidelines presently. If commodity prices roll over because of a strengthening dollar and a slowing economy worldwide, watch out below, as everything is priced at the margin. Disaster is not the only way our energy complex could correct sharply despite it not being overvalued on the whole. I have a feeling we are about to experience a correction early in the year. Not sure about it but certainly afraid of it. Hope you had and have a nice holiday. Best --

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