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Strategies & Market Trends : Precious Metals mutual funds (gold, silver, PGMs) -- Ignore unavailable to you. Want to Upgrade?

To: Dan P who wrote (787)	11/3/2003 11:28:30 PM
From: Larry S.	Respond to of 972

Dan, You caught me. Thank you. Larry

To: Dan P who wrote (787)	11/13/2003 10:40:38 AM
From: Larry S.	Read Replies (1) \| Respond to of 972

Dan, et al, I didn't find anything concerning PM of interest in Barron's this past week. But lease rates continue to be interesting and erratic. However, as the POG moved up towards $400 the last few days, the rates dropped significantly suggesting the excess of supply. It will be interesting to see what they do if the POG drops back a bit. Sinclair seems to believe that the BBs have given up try to cap the price but I will believe it when I see it. The GMI/POG ratio: On 11/06, the Barron's GMI was essentially unchanged at 642.62 from the previous week's 642.82. With the POG down at 378.95 (11/07) the ratio was up a little at 1.70. The ratio a years ago was 1.28. Larry