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

To: Silver Super Bull who wrote (6852)	2/3/2004 3:40:20 PM
From: russwinter	Read Replies (2) \| Respond to of 110194

<Are you getting back into precious metals and/or PM stocks?> I'm alert to it, but still see several problems and significant risks: 1. Large spec positions, but I don't need to see them gone, just reduced. 2, Gold shares still look somewhat overpriced relative to $400. The names I favor: MNG, CLG, WHT have awful looking toppy charts. Might require a hard bottom. I still hold AGI, GBU and SUF. 3. I still expect the CBs to mount some type of defense, just don't know how serious. Juries out, very difficult call.