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Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?

To: Terry D who wrote (95225)	2/6/2002 2:45:31 PM
From: kodiak_bull	Read Replies (1) \| Respond to of 95453

Terry, I've got one good investment idea for you: put any idiots you can identify on "ignore". Really do it, don't fake it, just do it. Now, take the extra time you receive from this elegant transaction and devote it to something financially remunerative, like reading the WSJ or checking commodities quotes or reading up on something or another. It's amazing how much time you can free up, and how that time can become money very very soon. My short port is up big time today, and my long port is doing okay as well. Life is indeed good, Kb kb

To: Terry D who wrote (95225)	2/6/2002 6:17:08 PM
From: SliderOnTheBlack	Read Replies (1) \| Respond to of 95453

Terry, Terry, Terry... re: ["As Jim Brown said about end zone dancing - act like you've been there before."] As Yogi Berra said: "if you can (or did) do it - it aint bragging" And as Leo Sayer so aptly said: " I can dance, I can dance, I can dance ~ " So, as Steve Martin said: "Exxxxxxxxxxxxxxxxxxxxcuuuuuuse Me" I/We were riducled...literally chastised for making a portfolio weighted shift from atop the Oilpatch cycle to rotate to and buy into the abyss of the bottom of the Gold/Silver cycle in late 2000. We were laughed at; called names, poked fun at and had every lame-assed platitude & goldbuggery sterotype thrown at us that was in existance... but; we had 3 things going for us that you guys didn't... We were RIGHT and we also had PATIENCE & absolute CONFIDENCE. The shift from "black" to "yellow" gold was what started the thread wars here on this once productive thread. After seeing the numbers on the chart linked below; it isn't only our obligation to point out the folly of the 'bungholio & Kodiakbull$hitter gang; but it's our duty to do so - even given their wannabe goldbug act of late aside...(vbg). I/We chose to not buy into the "new paradigm" - "this time it's different" - "extended cycle" - "Energy Crisis" - "Nat Gas Mania" spiel spun by Matt Simmons & the other oilpatch pundits. I/We took the "macro" approach and were among the first to dare mouth the words - "global recession"...and warn that a "global recession" - not only trumps a full house; but an oilpatch cycle, even a domestic nat gas crisis & all things new paradigm as well... I/We pounded the table endlessly that the oilpatch is, was and will allways be; first & foremost - a cyclical sector...and that you can't buy, sell, or hold 'em like growth stocks. I/We dared to not just take profits in the midst of the Nat Gas mania of Dec 2000; but to go short as well. I/We saw the top of the oilpatch cycle and the near simultaneous bottom formation of the gold/silver cycle and we made the call... and the call was a 500 Ft. Ruthian Home Run off the upper-deck facade of Yankee Stadium - leaving the broad market & the other major sector indicies traded by threadsters here in the dust... ie: siliconinvestor.com 1. up + 97% ~ HUI (unhedged gold index) 2. up + 48 ~ Xau 3. DOWN - 5% the DOW 4. DOWN - 6% the XOI (where people should have parked oil $) 5. DOWN - 20% the S&P 500 6. DOWN - 30% the XNG (Nat Gas index) so much for new paradigms huh ? 7. DOWN - 36% the OSX 8. DOWN - 44% the NASDQ 9. DOWN - 55% the QQQ's ...what fool's we were huh ? From one index double/triple cycle in the OSX to another in the HUI - directly into a 2 year bear market... not bad returns for a group of online pikers 'eh(vbg). Terry D; you and all the other money runners bought into all this hype & hyperbole... and ignored the lessons of history. You chastised gold, because everyone else did... not because of reality, or fundamental drivers... you poo-poo'd the price manipulation of gold and ignored the bloated-floated US Dollar & Equity markets and if you think DOW 9000 and NAZ 1400 brought pain... just wait for the rest of this contraction to play out... the debt-orgy of the late 90's is now imploding and the chain reaction will shake the derivatives markets and we will lose 1, if not a couple of major Wall Street Investment Banks... when, not if... and then say hello to my little friend: ...the NIKKEI-DEJA VU all over again - US version. The US Dollar is the next pig to collapse - bank on it and put a fork in it... it's done. ciao~ and PS: "I" the Slide-o-rama-phi-slamma-jamma of funkadelia; was the one who taught Billy White Shoes Johnson his original moves fwiw; so I can damn well do any version of the Yellow Fever Victory Dance I damn well please ~ ;)