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Strategies & Market Trends : Natural Resource Stocks -- Ignore unavailable to you. Want to Upgrade?

To: isopatch who wrote (1085)	9/30/2003 10:56:45 AM
From: Jim Willie CB	Respond to of 108702

NOTABLE STRATEGIST (VENEROSO) SEES GOLD BULL MARKET SAN FRANCISCO (CBS.MW) - Noted global strategist Frank Veneroso, in his first published interview since 1999, says the world will see significantly higher gold prices, but with volatility to match. Veneroso is a global strategist at Allianz Dresdner, one of the world's largest managers of financial assets. He is author of The Gold Book (1998) and numerous research papers and studies on financial markets. Veneroso is currently managing a pool of gold equities distributed by ABM Amro and has in the works a global-macro fund and an energy fund. I have reviewed Veneroso's published record at Allianz Dresdner and elsewhere, and this guy has made many great calls on many different markets. His early June call to exit the surging bond market was masterfully timed. Here are excerpts from my interview this week with Veneroso, who will appear at the New Orleans Investment Conference (http://www.neworleansconference.com/) in late October. The full and revealing interview, along with my own take on why mining equities are preparing for a massive move higher in the fourth quarter that begins tomorrow, will appear this week in The Calandra Report.

To: isopatch who wrote (1085)	9/30/2003 11:18:08 AM
From: Jim Willie CB	Read Replies (1) \| Respond to of 108702

USGovt begins to intervene to rescue the US$ versus JYen we blew $140 billion so far this year in unsuccessful intervention Japan blew $70B what a waste of capital together, this money could have outfitted half of American households with a fuelcelled car so the USGovt and BoJ have decided to give FOREX traders a chance to buy the Yen a little cheaper by noontime what idiots? by next week, we will see Yen at 91 it got to 90.7 as the highest I saw nearterm target is 92-93 longterm target is parity 100 / jim

To: isopatch who wrote (1085)	9/30/2003 8:04:31 PM
From: Broken_Clock	Read Replies (1) \| Respond to of 108702

Believe it or not I am still one of the MIR faithful. That's about it. Since jettisoning CDE I have remained on the sidelines. Come January I will see what's what. NG may have another good run this winter. $4.90 this late in the fall has to be incredibly bullish, no? My own opinion poll based solely on my thoughts looks like this: DOW is grossly overvalued 90% Maybe it IS different this time(and the DOW won't hit 5,000) 5% What the heck is going on? 5% Too risky right now for most all sectors IMHO.