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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?


To: SliderOnTheBlack who wrote (26577)1/25/2003 1:55:48 AM
From: jimsioi  Read Replies (2) | Respond to of 36161
 
Slider, thanks again for the account of how things will be

Find your suggested scenario very plausible. Including the part about the post invasion, early success general equity rally, occurring in conjunction with a commodity market retracement complete with HUI to sub the 200 day moving average and Crude in the low to mid 20s.

Not quite sure if (a) the top in Gold is in and (b) that early war success will be realized, though I'm inclined to weight the odds of that high. Given the fact I have at this time two unknowns and the knowns of rising HUI and Gold, I think I will likely be holding on for the time being....At least, as I have said before, generally until we have the first white flags of surrender shown on CNN.... (Best exit may have to come somewhat before.)

Picking top numbers now would be $389 gold and 165 HUI. not necessarily at the same time but between the 10th and 20th of February.

Slider, by the way how did that section of your portfolio (5-10%) long gold options do this last week.???

jims101



To: SliderOnTheBlack who wrote (26577)1/26/2003 2:58:40 PM
From: chainik  Respond to of 36161
 
<...you know, in reality; once they start pushing GOLD on RUKUYSER - SELL !>

Slider, it was Doug Cliggott on Rukuyser; IMO a very bright guy (Cliggott of course). He just briefly mentioned gold.