SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Precious and Base Metal Investing -- Ignore unavailable to you. Want to Upgrade?


To: tyc:> who wrote (21309)9/27/2003 12:25:24 PM
From: Tommaso  Read Replies (1) | Respond to of 39344
 
Thanks for laying out the correlations. One could add in crude oil and natural gas as well.

There might be a wonderful opportunity to load up on natural resources stocks like AAUK if a stock market crash drags them down along with everything else.

Notice how, though AAUK has done much better than the S&P, its ups and downs do parallel the movement on the index to some extent:

finance.yahoo.com^SPX

Of course it would have been better just to be long AAUK for the last two years, but my point is that a general market decline might make it cheaper to acquire than it is now, and that it would surely benefit from commodity price inflation whereas most other stocks would not.