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To: isopatch who wrote (88606)	3/13/2001 12:34:11 PM
From: Roebear	Read Replies (1) \| Respond to of 95453

isopatch, Good mention on PD, has a large effect on XAU. I pulled back to 40% golds, mostly because I don't have a good read for the BOE tomorrow yet. Plus the fact that I don't mind taking profits. Holdings are mostly AEM and MDG. AEM has been showing a very good tape the last few days. OSX needs to hold these levels or may visit 115. I'm also watching for favorites to hit targets to start nibbling. Also some other sectors look interesting, but no large positions till I get a better flavor for the market. Best Regards, Roebear

To: isopatch who wrote (88606)	3/13/2001 1:35:50 PM
From: Charles Macdonald	Read Replies (1) \| Respond to of 95453

FCX also impacting XAU today. Iso - Good call on PD and the effects on the XAU. The PD downgrade is also hurting FCX today. Took some profits in FCX yesterday as the tape turned south. Still hold a partial position and plan to average back in later.

To: isopatch who wrote (88606)	3/13/2001 1:47:09 PM
From: ItsAllCyclical	Read Replies (1) \| Respond to of 95453

OT - Asset allocation I'm about 50% gold and 50% cash. Have GLG, HGMCY and KGC in the golds. Holding cash for potential short term trades in tech (if/when) we find a tradeable bottom. With Japan and the US both suffering I don't think we've seen the lows in corporate earnings by any means as the world economy continues to slow. More false bottoms will called in the next 3-6 months than all of last year. Before this is over I expect DOW stocks and others that have held up reasonably well to be used as currency to buy cheap techs (sending the DOW down into bear market territory). Between Japan, the US and that scenario I see more risk than reward in energy.