To: SOROS who wrote (409 ) 1/27/2003 2:40:44 PM From: Jim Willie CB Read Replies (5) | Respond to of 1210 Predictions for the 2003 year - Bear Claws - (published) by Jim Willie CB January 27, 2003 (17 pages, 3 for intro, rest in outline form)321gold.com from an 83-yrold college roommate of my father's EdC is a gold investor, and a penpal of mine:Its great strength is a result of your willingness to look at all the facts, or at least as many as you have energy to mention -- which means a lot. For me, three words stand out: - TRAGEDY - DISLOCATIONS - CERTAINTY Mauldin, I fear, is wholly wrong. Jim Willie CB & Puplava are right. We're heading into the perfect storm. best wishes always, / Ed to which I reply: I am not in their league but rather, in the farm system that strives to attain their level last year I disagreed with Mauldin in two major ways, and was proved right in each but my lead was from Puplava Mauldin said in spring that the dollar would hold its ground I said "no effing way" also, Mauldin said all summer that we will muddle along I said "no effing way" so now the dollar is over 15% lower and the economy may have seen 0% in 4thQ GDP with the car sector about to drag down the entire economy and the real estate sector to worsen that drag I think Mauldin refuses to take strict negative positions he runs a big retail business Puplava manages a medium-sized fund, giving him more liberty to be right 4FigureAU just called to praise the Predictions piece as the best bear article this year I think he is biased he called it realistic and comprehensive I call it highly negative and somewhat outrageous but possibly closer to the upcoming reality than other predictions heck, last year saw nothing positive, except summer's prompt arrival I like to write comprehensive treatments, since I am anal retentive and obsessive compulsive / jim