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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: John Madarasz who wrote (2467)	10/6/2001 11:47:24 AM
From: ldo79	Respond to of 36161

This is not the time to be short gold! Headlines from Debka: DEBKAfile Exclusive Disclosure: US and Russia Strike Reciprocal Deal on Tactical Nuclear Weapons Deployment Against Afghanistan and Chechnya More further down this page on story first published in detail in DEBKA-Net-Weekly China Moves Muslim Troops into Afghanistan to Support Taliban and Bin Laden Against US Assault debka.com Regards, ldo79

To: John Madarasz who wrote (2467)	10/6/2001 4:07:51 PM
From: isopatch	Read Replies (1) \| Respond to of 36161

Hi John. And thanks for the supportive comments. Yes, I noticed the sm specs have been going more and more heavily long in recent weeks as commercials have been taking the other side of those trades by shorting. Was hoping someone else pick up on that and mention it. As it is, received quite a few challenging posts about the validity of the COTs from my fellow longs<g> So I'm glad I pulled my punches a bit in my earlier post. Only want to keep people here informed and alert to the risks of any position no matter how bullish we all are for the LT. Didn't even mention Silver. COTs there are far more bearish than for Gold. But I'm not hanging my hat on just one indicator. Look at the lease rates for Silver. kitco.com Believe we've entered a strong LT deflationary environment with the vast changes in society, the economy and the markets that have only begun to emerging since 9/11 onset of the World War on Terrorism. Gold does VERY well in a deflation. Other industrial metals and commodities don't, even though the currency is being debased. That's what IMO is fooling a great many good commentators and professionals. A study of economic and market history proves that world currencies drop significantly against Gold in BOTH inflationary and deflationary periods. The difference is with the rest of the commodity and price universe. IMO, this is not going to be a replay of the inflationary 1970s. Instead look for similarities to the 1930s and 40s. Here's the major post I made here explaining my thinking about that over a week ago: Message 16418813 Seeing this as the real "new era" for investing EARLY and positioning the right stocks will be THE keys to outperforming the vast majority of other investors both professional and amateur.<g> Steven Roach and VERY few other big picture thinkers have laid out the new economic framework. But my job is to to be way ahead of the pack as a LT investment strategist in order to be remain highly successful. Look for W.S., and the financial press & media to jump on board the deflationary band wagon in the months ahead long after every has forgotten that I ever posted about it numerous times on several threads.<g> Best regards, my friend. Isopatch