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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: John Doyle who wrote (941)	3/1/2004 12:06:20 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 116555

my views on SAfrican golds is well-stated... they suck watch the SARand to continue up, and for their gold miners to shut down they will cause gold supply to shrivel and SA miners to languish SAfrican miners would do well to import Phillipinos, Pakistanis, and Portuguese to work on a monthly basis on established shifts NEM is the best largecap mutual fund for gold miners I believe the Tocqueville Fund will outperform Newmont actually I hate NEM any of 15 other smaller miners will outperform but the risk is lower with an established wellrun largecap / jim