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To: bcrafty who wrote (64419)1/23/2003 8:43:00 PM
From: patron_anejo_por_favor  Respond to of 209892
 
Pretty good piece, with which I largely agree. His points about valuation, MuFu cash levels, and the currency markets are particularly insightful. Generally, I agree we would rally (hard) with outbreak of hostilities OR with significant resolution of conflict. I also agree the upside is capped, and at the end of the next run up we will get a nice entry point from the short side (for stocks) and long gold.



To: bcrafty who wrote (64419)1/23/2003 11:34:15 PM
From: NOW  Respond to of 209892
 
Thanks Bcrafty. He is a good writer. An inflation hawk though.


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