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Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?

To: cnyndwllr who wrote (89648)	4/3/2001 9:44:14 PM
From: paul feldman	Read Replies (1) \| Respond to of 95453

Nice post, Ed. Paul

To: cnyndwllr who wrote (89648)	4/4/2001 12:21:38 PM
From: SliderOnTheBlack	Read Replies (3) \| Respond to of 95453

[Ed ..."we all know what gold has done."] Well Ed; evidently you don't know what "gold" has done; or you wouldn't be wouldn't be mouthing such stereotypical drivel. Here's what Gold has done Ed in the "real" world and not in your world - "over there", under the porch; on that back slapping, fish story swapping High Tolerance Plasticity -Fabricators & Prevaricators Anonmyous thread... siliconinvestor.com November to date: #1. + 31% HUI / unhedged gold stocks - what "WE" own ! #2. + 9% XAU / mixed gold/pm stocks #3. + 2% XNG / nat gas stocks #4. flat XOI / Oil Majors #5. - 13% DOW #6. - 15% OSX (not quite a 10 ft tall & bulletproof move there ?) #7. - 15% S&P #8. - 47% Nasdq Yes; I made a toe dip or two into tech on the longside; but have been MACRO short since Sept. I've also been a profit taker & seller on strength on Black Gold & rotating that money into "Yellow Gold (& silver)" on a Macro basis. Now you can pick & choose a couple of sound-bytes & try to spin that... But I think most here know & realize the macro picture both on this thread; mine personally & that of the lap dogs over "there" - under the porch - who failed to take profits in the NG story anywhere near the top that was called perfectly "HERE"; who have NOT played the trading ranges in the Drillers, or Service Stocks well at all & completely and totally missed the blatant exit/profit taking opp at OSX 135 of late - that was also perfectly called "HERE" and since they've also been buying tech non-stop since NAZ 3500 in Sept .... they've obviously got little if any cash; or at best - a helluva lot less cash to be buying any tech, or oilpatch dips with...and quite obviously so. By the way; how's gold doing today Ed ? Read the Forbes editorial by Steve Forbes - calling for the Fed to monitor proper liquidity levels by moving gold to $350ish ? Did you hear Kudlow on CNBC a week, or so ago; floating the "GOLD must rise to the mid $300's "idea" as well of late ? ... some very large "powers that be" want gold back at $350 & guess what; they'll get what they want - as they've allready positioned themselves for it - this is a chip shot/slam dunk play here & you and the Chihuahua crowd are going to miss it - just liked you missed getting out & taking those huge Oilpatch profits off the table ANYWHERE near the top; lost your asses in tech and now are missing the secular turn in gold & silver... missed it all; got it all wrong - whodathunkit ? O'Neill is an old economy CEO & so is Bush & Cheney - the new Admin & going to walk the dollar down - as they have no choice given our account deficit & the earnings "depression" (not recession) that a minuplated King Dollar is causing in corporate America - let alone; not to mention the stress fractures that are allready occuring from Turkey to Argentina in global currencies & economies. Ed - get on board, get ahead of the curve for once and above all - get of the "plastik"... it's bad for your brain & even worse for your wallet ~ Ciao ~