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To: NOW who wrote (114560)7/26/2001 2:17:24 PM
From: yard_man  Respond to of 436258
 
couple of things taken together

quote.yahoo.com

1) where we are at on a relative valuation of the XAU and POG alone (historically) and with/respect to current real interest rates

2) where the dollar is vs. other currencies @ the same time

I didn't say impossible -- just close enough to it that I don't worry being long gold stocks in a big way.