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

To: nspolar who wrote (4711)	11/30/2001 9:17:15 PM
From: ldo79	Respond to of 36161

Info request. Would anyone care to explain what the "dollarization" of Argentina's peso bank deposits means to the value of our currency? And to the stability of other SA currencies. biz.yahoo.com TIA, ldo79

To: nspolar who wrote (4711)	11/30/2001 9:25:54 PM
From: Roebear	Respond to of 36161

nspolar, Good to see you chose SDII for your maiden voyage. Welcome! PS, feel free to send some of that cold weather south, prefer it by Dec 19, VBG Roebear

To: nspolar who wrote (4711)	12/1/2001 12:52:05 AM
From: isopatch	Respond to of 36161

nspolar. Welcome. Good to see you on SI We sure had some fun handicapping BA and RTN on the once interesting RIG thread 12 to 18 months ago. As I recall BA made a strong move 1st and then RTN ran 50% for me where I sold it almost to the day a year ago at $34. Don't worry about me and George. We have a long history and it's really not a bad one. Sometimes I just have to hit him over the head to get his attention.<g> Working with the slope of the lease rate curve is the latest in the continued development of my gold tool box. Never know when some new little epiphany is going to pop into my head. But, pretty happy with and enjoying the process so far. Once it's complete, then I may try to set it all down in a more methodical detailed description. But it's too early for that yet. Only rolled out the rudiments of my new approach for it's first public call in early April. For now am just going to post the calls with some related commentary and allow the market to test it's continued viability. If I used Don Sew's standard for statistical validity, I'd need at least 19 calls. At this years rate. That would be 8 years<g> I'm more casual than that. But with this as only the 2nd call, we're way too early to determine how consistent it is. Perhaps another year or two and be ready to abandon all modesty<G> Best regards, Isopatch

To: nspolar who wrote (4711)	12/1/2001 8:43:10 AM
From: Frank Pembleton	Respond to of 36161

nspolar -- much further north -- The other day I was standing outside enjoying the third straight day of cold snowy weather when a friend commented with a smile about buying a brand new $12,000 Ski-doo, I returned the smile and commented about my position in Rio Alto ... I like the cold, if there was a city bigger than Edmonton that was farther North ... I'd be living there. :) Welcome aboard! Regards Frank P. ski-doo.com

To: nspolar who wrote (4711)	12/1/2001 10:42:51 AM
From: Crimson Ghost	Read Replies (2) \| Respond to of 36161

The gold situation is looking better by the day. Gold stocks have been MUCH stronger than bullion. The Fidelity Gold Fund (FSAGX) is just 2-3% below its September peak although bullion has dropped 20 bucks since then. As Isopatch points out lease rates are rising with the biggest increases at the short end. And the commercials have liquidated their huge short position and now are slightly long. The Euro decline against the greenback seems to have troughed with the former rallying sharply on Friday. My expectations still are more restrained than some here, but it does look like POG may make a run at the September high of $295 before too long. And rallies of perhaps 20% in the key gold stock indices look quite probable. PS: if the commercials were to go heavily long in the weeks ahead, then we could see a rally of as much as 50% in the gold stock indexes and POG again poking its head above $300.

To: nspolar who wrote (4711)	12/1/2001 11:52:04 PM
From: kirby49	Read Replies (1) \| Respond to of 36161

Wow and I thought I took a while to make my first post. Just reading and lurking myself until the backwardation of the lease rates last March had me see the bottom formed in the gold indices last December. bigcharts.marketwatch.com Took me a few months into 96 to close out all positions. Now we've overswung and more reason for there to be upward pressure on gold than there was in 95. May be different than 87 as well, regardless of the reasons, I love those spikes. So further north than Edmonton. Hall's Beach? Maybe further west Eskimo Point? Regards Bob