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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: RR who wrote (52943)	6/8/2002 2:34:21 AM
From: RR	Read Replies (3) \| Respond to of 65232

Ouch! Anybody still in gold? Some down 15-25% in 3 days. Closed the HGMCY calls a few days ago as posted. Have tried to re-enter calls each day on HGMCY the past 3 days but none hit, and now I'm sure glad they didn't. Got to do the homework this weekend. All cash right now, but am watching the turtle calls at Dow 9500 area. Conservative.... check the leaps on the turtles. RR

To: RR who wrote (52943)	6/8/2002 5:44:57 AM
From: stockman_scott	Read Replies (1) \| Respond to of 65232

<<Just got in after a long day with an international client. Interesting.... the time I squeezed in some questions about business in general, the response was positive. They are gearing up production for third quarter. This is on target with what I posted sometime ago that numerous clients I know were retrofitting and renovating facilities getting ready for forecasted 3rd qtr orders.>> RR: Thanks for the report from the field...I think the signs of a recovery may indicate that it's closer than some of 'the experts' realize...=) regards, -Scott BTW, I continue to be cautiously optimistic and here's an excerpt from an investing newsletter that I just received: <<...Soft Landing or Over the Cliff? Let's look at what good things are happening. Today we learn employment may be starting to turn. The U.S. service economy expanded during May at the fastest pace in almost two years, as the recovery from recession gains momentum. U.S. manufacturing expanded in May at the fastest pace in more than two years, as production and new orders increased. Retail sales were essentially flat in May, but that is better than dropping. In short, America is doing what it has always done, and that is to adjust and grow. The core business of America is still in pretty good shape, with a little fraying around the technology edges...>>