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Gold/Mining/Energy : Precious and Base Metal Investing -- Ignore unavailable to you. Want to Upgrade?

To: loantech who wrote (12017)	6/7/2003 9:23:21 AM
From: jimsioi	Read Replies (1) \| Respond to of 39344

loantech, most of all.... It's the brinkmanship of the TED spread...unheard of levels....and his last line that the bonds will react down about the time the economy begins to do better, but most likely from an commodity inflationary standpoint. Gold, I believe as Sinclair stated a year ago, will finally get in gear when the Bonds fall...Liquidity is spilling into all areas financial but most of all in fixed income, and to speculative, non earning stocks secondarily. Smart money has gone into the natural resource high yielding issues, CanRoys, most notably. If and when the bonds fall due to inflationary rises in commodities, I expect more of the same and the move in miners we have long expected....but not for a while would be my guess, not as long as through the repo market the FED is pumping up the general list. The dream of a standard recovery is alive....it will be different this time, and a much weaker dollar shall be part of the picture investors must consider.