Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: Larry S. who wrote (837)	1/25/2004 10:10:44 PM
From: Larry S.	Read Replies (1) \| Respond to of 972

Dan, et al, There wasn't anything in Barron's this past week focused on PMs but Part II of Barron's Round Table included some interesting comments from Marc Faber. He believes silver will move higher relative to gold near term and has it on his buy list. He sees gold holding here or possibly falling below 400 near term, but rising seriously by year end. He feels gold should be a part of everyone's portfolio. He expects the dollar to fall a lot more though its fall may be delayed until the second half of the year. It is most interesting that no one seemed to strongly disagree with him. In Abelson's column it is mentioned that NG storage is greater than last year and he quoted an analyst saying that its price should fall back to the $3.50 range. This should be good for the economy. The GMI/POG ratio: On 01/22, the Barron's GMI was 642.46, up from the previous week's 626.38. With the POG up slightly at 409.00(01/23) the ratio was up at 1.57. The ratio a year ago was 1.37. Larry