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To: patron_anejo_por_favor who wrote (169158)5/30/2002 6:33:59 PM
From: yard_man  Read Replies (2) | Respond to of 436258
 
premies on the calls are pretty fat if I'm reading them right.

Message 17536865



To: patron_anejo_por_favor who wrote (169158)5/30/2002 6:40:17 PM
From: josh tanner  Respond to of 436258
 
Picked up this on the gizzard thread, hedged positions for various miners...http://www.financialsense.com/editorials/sinclair_schultz.htm

JT



To: patron_anejo_por_favor who wrote (169158)5/30/2002 8:09:20 PM
From: David Zgodzinski  Read Replies (2) | Respond to of 436258
 
The way I read it, he's not buillish on gold.

He's bullish on a "little whiff" of inflation. Kudlow always liked a little whiff of this or that and he never let it get out of hand. So a little inflation means the economy is coming around. Seems to me in his last sentence he means that the rise in gold is signalling that it's time to buy stocks.


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