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

To: zinc-man who wrote (15556)	8/4/2003 11:16:58 AM
From: Louis V. Lambrecht	Read Replies (2) \| Respond to of 39344

ZM - we share some WAGs, LOL. Least I can say. eom

To: zinc-man who wrote (15556)	8/4/2003 12:28:08 PM
From: austrieconomist	Read Replies (2) \| Respond to of 39344

Interesting Bre-X tie in. I thought the dramatic sell-off in PM stocks in the first few days was a "buying opportunity". The thing about a cheap stock is that it can get cheaper. I did not recognize, in retrospect, that the Bre-X event was set in a bearish PM environment. I agree with your list of factors. FWIW, on point 6, consider looking for the commodities surge to begin May, 2004, if MZM continues the pace of the last 2 months. Fed policy is not set in stone so we just have to wait and see what happens on that front. I give a better than 50% probability that the pace will continue -- the debt load will bring down the overleveraged economy BEFORE the election unless the Fed starts to go in hyper drive on money creation, in my opinion (not that I think that it makes economic sense to do that, but I'm not trying to win re-election or trying to preserve my legacy as maestro).