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To: CpsOmis who wrote (91026)	5/19/2001 12:33:22 AM
From: isopatch	Read Replies (1) \| Respond to of 95453

Hi Cosmo. Welcome back! What a great trip you made. Longest vacation we've taken overseas was 3 wks spent in Paris and driving around France Spring '84. Can't imagine what it must have been like to travel around the entire globe for several months! And you had that very strong dollar to help in any shopping you wanted to do. Pls feel free to PM me some of your impressions of and experiences in the various places you visited. Would enjoy that very much. TIA. What can I say... It's been absolutely wild lately. Loaded the boat a few weeks ago in PM stocks. And this week, a good strong rally turned into a buying panic like I've not seen for quite a while. My 4 gold stocks did great, again today. But the portfolios 2 largest %age gainers on the day were silver stocks: HL up 28.2%; and CDE up 18.2% Nice part is CDE is 2nd largest PM position. Down to only 2 positions in the patch. LOILY in the E&Ps and MWP in OS. Still like defense long term. But have only 1 full position and 2 partials there as of now. Best regards, Isopatch

To: CpsOmis who wrote (91026)	5/20/2001 12:31:42 PM
From: SliderOnTheBlack	Respond to of 95453

Cosmo - re: around the World in 90 days ~ A couple of Questions: please share... 1. What country had the best looking women ? 2. .... best food & what dish in particular ? 3. What country was the most suprising, most disappointing & why ? 4. What was the single best vacation spot overall you encountered & why ? PS: did you see any Chihuahua's in your travels abroad (VBG)?

To: CpsOmis who wrote (91026)	5/23/2001 3:23:00 AM
From: energyplay	Respond to of 95453

Yes, the 70's are back.. High gas prices Flared pants Gold and silver moving up Inflation Disco Be very, very afraid...

To: CpsOmis who wrote (91026)	5/23/2001 8:46:12 AM
From: Roebear	Respond to of 95453

CpsOmis, Hope you had a great trip, glad to hear details when you can. I could use a 3 month hiatus, period! On the yellow junk, it still seems to be of interest to someone. Gold lease rates up again this morning: kitco.com Not a fantastic rise there, but across the board 1M to 1Y about a quarter point + Subtract inflation (remember that, ggg) from the fed fund rate and the real ff rate is well under 1%. Throw in a little 70's deja vu and the OO's could take on a golden hue. Meanwhile the plot thickens on the currency front: guardian.co.uk The Guardian Europe's struggling single currency slumped to its lowest level for six months amid mounting evidence of slowing growth and rising inflation in Germany, the eurozone's key economy. The euro is now only four cents above its all-time low against the dollar prompting fears that the European Central Bank may be forced to intervene in its support. Last night there were rumours that the ECB had been checking the euro's level against the dollar with commercial banks - a signal that it is worried about the exchange rate. Yesterday the euro fell to $0.864 - within sight of the levels which prompted central banks to bail out the single currency last year. Latest evidence of the slowdown in Germany came from the closely watched "Ifo index" of business confidence which has hit its lowest level for two years. But the dilemma facing the ECB is expected to be underlined today with the release of data showing German inflation is rising sharply to well over 3%. The continent's top central bankers are due to discuss the economic outlook but the policy choices are limited. "If the ECB cuts rates, the markets will kill them for not fighting inflation but if they leave rates on hold or even raise them they will be seen as being anti-growth," said Kamal Sharma, currency strategist at Commerzbank in London. Best Regards, Roebear