To: Telemarker who wrote (81101 ) 12/8/2000 5:12:23 PM From: Roebear Read Replies (3) | Respond to of 95453 Telemarker, IF this plays into January and the dollar, which was undergoing a TA crisis anyway, is going to have tough sledding. 105 is now my minimum target, though it won't get there overnight. The gov't has to know this and may try and defend it, this, plus the "little village in Argentina effect", may indicate some countertrend rally possible, but if this hot potato election gets shunted around between FLSC, the USSC, the FL legislature and Congress for a few weeks, the dollar will suffer. While precious metal equities should benefit, it may be more germane for this thread to consider those energy companies that may benefit from a weaker dollar. Canadian companies that do some business in the US and internationally, such as TESOF, may benefit. The tubulars could also do better with a weakened dollar and reduced foreign price competition. I sure hope so as I dipped into the till today and bought some NSS, and these two constitute my energy holdings currently. My thoughts today, previous to the various court bombshells, were to do one of three things. (1)Dump everything and go 100% cash, (2)increase gold/silver stocks on weakness or (3)buy some tubulars on weakness. I went with number three, in retrospect, I wish I would have went with number two or even number one, though number three has some merit as I menitoned above. I don't think the markets will like this on Monday as we head toward extreme uncertainty. Thankfully, I resisted further temptations and remain near 50% cash. This election business is wearing on me, it's getting to be like the Election That Stole Christmas. Best Regards, Roebear