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

To: isopatch who wrote (31706)	8/5/2003 7:32:50 PM
From: gumnam	Read Replies (1) \| Respond to of 36161

Excellent post - in addition to some very good calls that you have been making about market and specific stocks Congratulations Gumnam

To: isopatch who wrote (31706)	8/6/2003 1:27:25 AM
From: nspolar	Read Replies (1) \| Respond to of 36161

iso, good post. Al just went to well to put out another spot fire. kitco.com Think his hose has a kink in it. LMAO!

To: isopatch who wrote (31706)	8/6/2003 2:10:15 AM
From: jimsioi	Read Replies (2) \| Respond to of 36161

Good post Iso, Right on the money....for my money on these key points concerning bonds and the energy sector's tie to the general equity list rather than to the commodities. Thought some signs of a turn were coming together yesterday in energy but the rug got pulled out from under the group with the weak stock market....the overriding factor. Do have a little more than 20% of portfolio in energy now. Half Canroys, doing fine, the other half spread among E&Ps POG APA CRED and CRK... A strong day for GOLD Wednesday, a weak one for the dollar and we may start to see the cracks in the general equity list you suggested we'd see...CASH and GOLD be kings....