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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Wyätt Gwyön who wrote (2366)	11/18/2003 9:32:45 PM
From: Jim Willie CB	Respond to of 110194

as RichRussell says, gold will take the fewest believers that might not include you valuating gold miners is a difficult task some get pre-occupied by earnings dunno if you are working off resource deposit value models since you are a sharpie, you probably are I expect steady new discoveries all over the place and renewal of old stalled projects with quick new production and I expect claims of over-valuation for the next few years I dont know how you can claim the miners are discounting high 4-handles now that seems like a comment off the top of your head I believe HUI and largecap miners are discounting an explosive upmove in gold like a $20-30 move in the next 2-3 months I have been pounding the table for two months now claim of DANGEROUS PHASE #2 IN USDOLLAR DECLINE marked by Asian participation JYen is 92.42 now on cash market it is pushing toward my intermediate 95 target next on the radar will be Asian import product price inflation just a matter of several more weeks is GOLD factoring the arrival of Asian imported inflation yet? I dont think so, not yet !!! / jim

To: Wyätt Gwyön who wrote (2366)	11/18/2003 10:00:09 PM
From: re3	Read Replies (1) \| Respond to of 110194

<<<if gold were to spend 2004 just "digesting" a 4-handle, i can't help but think the miners are headed for an "accident". agreed - too many have forgotten how difficult the early part of this year or late summer 2002 turned out to be for the precious metal shares... regarding the etf, i decided not to wait...and have been accumulating the central fund and in canada the millenium bullion fund.

To: Wyätt Gwyön who wrote (2366)	4/28/2004 11:14:41 AM
From: Wyätt Gwyön	Respond to of 110194

last November, i wrote: i will look to get back into NEM in the low 30s; FCX in the 20s; GSS in the 3s; IAG in the 4s well, now FCX is in the 20s after topping out in the high 40s. i am buying in a bit here again after getting stopped out last week. NEM safely back in the 30s, it seems, though not yet the low 30s. GSS has a way to go, imo. IAG back in the 4s, but i don't know if it's worth buying anymore [edit: oh well, i'll stick a toe in the water here as well]. i sold too early before and now i'm perhaps buying too early here, but will proceed slowly. Message 19516029 gotta love the volatility.