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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: marginmike who wrote (185556)	8/2/2002 1:51:55 PM
From: patron_anejo_por_favor	Read Replies (2) \| Respond to of 436258

Well, out of my metals portfolio (about 12% of my overall assets) I reallocated to about 50% physical (including CEF as "physical", 50% equities on the last move, so another move down wouldn't bug me...I'd probably roll more toward equities if it happens. Little commented on was the inflationary embers in this weeks horrific data, especially the prices paid component on the ISM. If we get more of that, the floor on the 'dog may be in.