Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Tommaso who wrote (90529)	5/1/2001 8:39:05 PM
From: Terry D	Read Replies (1) \| Respond to of 95453

Which LEAPS do you own? Did you ever check the NEM converts? They be chillin' like a villain. Word. Check this - Now, how does the Fed increase the profit prospects for non-energy corporations faced by rising energy costs of production? By cutting interest rates, which, all else the same, ramps up money supply growth, which ramps up the demand for all goods and services, including those of energy. If all goes according to plan, the selling prices of non-energy goods and services will rise sufficiently so that revenues will increase faster than energy costs, thereby improving the profits of the producers in the non-energy sectors. Of course, the plan could go awry with energy costs continuing to rise faster than sales revenues in the non-energy sectors. Either way, though, we are looking at higher inflation. Mad props for dat to my homeboy from the Plastic Hood, the stone cold killa, JungleInvestor. Keepin it real. peace out, td

To: Tommaso who wrote (90529)	5/2/2001 8:13:49 AM
From: SliderOnTheBlack	Read Replies (2) \| Respond to of 95453

Tomasso re: "the most leveraged way to play" ? WRONG The XAU is a mix & match index... hedged golds (wrong) copper (no leverage to gold there) etc... HUI is unhedged golds with max leverage to the POG. But "index" calls - even if you buy the "right" index; are NOT as levered as buying nearterm "calls" on the right individual names. Now "leaps" are the best "risk vs reward" way to play a sector of whose timing is amongst the most difficult to call on a historic basis; but "leaps" are far, far, far from being "the most levered"... surely a sophmoric faux paus we didn't expect from the erudite Tommasosinni (VBG)? By the way Tommy; "LEAPS" are the "least" levered of the calls; the "leverage" in calls come via "little time"... Also; the "most leverage" surely isn't in the XAU index itself - per the above common sense & quite obvious reasons; so rather than buying a diluted & highly "un-levered" index and then not "levering" time at all - think about buying individual names that are in "reality" the most "levered" to the POG's ultimate move and laddering them "timewise" - LEVERING both "time AND leverage to the POG"...what a concept - eh Tommy ? ... thanks for sharing though... and you & Touchdown Terry can put the "pom-poms" away now. I see they let the "little Green Monster Virus" out of the bottle - "over there; under the porch" again... So; Where's Jooooooooooohhhhhny ? ... he's gotta be next (VBG).