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To: ild who wrote (163651)	5/3/2002 1:50:35 PM
From: Joan Osland Graffius	Read Replies (2) \| Respond to of 436258

ild, >>Instead of buying winners funds were dumping losers. Who knows what is going on, but when a stock starts a slide it continues its slide relentlessly. A good percent of the NAS volume in a relatively small number of stocks that are getting killed. Interesting times. Joan

To: ild who wrote (163651)	5/3/2002 9:36:26 PM
From: ild	Read Replies (2) \| Respond to of 436258

Commercials shorted a lot more gold cftc.gov Jon Kaplan has been shorting gold stocks and buying tech. He's missed the whole gold run. Poor guy. He sold all his gold stocks a year ago. This market has no mercy to clowns. I still respect him because he openly publishes his opinions. goldminingoutlook.com MODEL PORTFOLIO: Remaining diversified, including the following mutual funds, roughly in order: VUSTX (long-term U.S. Treasuries), VGSUX (U.S. utilities), FIUIX (U.S. telecom and utilities), VWEHX (U.S. higher-grade junk bonds), ACTAX (long-term zero-coupon U.S. Treasuries), VPACX (mostly Japanese equities), as well as an increased short position in gold mining shares, and a still substantial cash holding. Once the current short-term rally in U.S. equities tops out, I plan to purchase puts on QQQ. I intend to cover my short positions in gold mining shares once either gold goes below $270 or commercials go net long at least ten thousand contracts, whichever comes first.