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

To: Bert who wrote (5246)	12/18/2003 4:04:16 PM
From: isopatch	Read Replies (3) \| Respond to of 108547

Bert. I've no argument with the gold bulls in the longer term. My problem with some of them is that they are almost always bearish about the broad market and they've been wrong on that score for most of this year. My view of the US markets, right now, is a function of my read of the flow of funds in the context of the monetary, economic and seasonal context. That has been and continues to be clearly in favor of the bulls. That will clearly change at some point in the future. But my job is to: <MAKE HAY WHILE THE SUN SHINES>.<G> Rock on, Iso

To: Bert who wrote (5246)	12/18/2003 4:37:05 PM
From: dvdw©	Read Replies (1) \| Respond to of 108547

Hi Bert; should have something for you by next Wendsday. You gold bugs kill me, I am neutral on the metal, I would much rather bet on the value of scarcity locked up in companes serving areas which can cast off cash as demand for the underlying products or services emerge. The market and the economy are mutually exclusive. The market acts as an arbiter, its a system unto itself, while the economy is far more complicated, as it must not only anticipate needs, but deliver to an actual request which can be wholly different than what was anticpated. Thats where the rub is; demand changes happen for a multitude of reasons...many of which are locked into small compartments of awareness. Market noise is motivation by argument, attempting to convince anyone who will listen where the action is, but the noise is only as good as the sensory organs of the participants. What a dilemna. To Herd or be Heard. LOL. Best to you for the holidays and beyond.