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To: Davy Crockett who wrote (92756)7/25/2001 11:09:07 PM
From: isopatch  Read Replies (1) | Respond to of 95453
 
Good to see you over here Peter.

What kind of portfolio mix are you working with right now?

And what kind of risks do you see in the broad stock market between now and year end.

TIA

Isopatch



To: Davy Crockett who wrote (92756)7/26/2001 6:45:15 AM
From: Frank Pembleton  Read Replies (2) | Respond to of 95453
 
Peter, I'm not a history buff but we've just seen what did get the price of gold to move this spring with the Aussie mine going belly-up. It's a classic supply and demand issue.

At the moment the gold seems to move in isolation of the world markets, it's not considered a currency anymore. The only meaningful influence if seen on its price is "lease rates."

Regards
Frank P.


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