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

To: excardog who wrote (1364)	3/5/2004 10:17:50 PM
From: mishedlo	Read Replies (2) \| Respond to of 116555

When/if PPI is released one might consider being long a gold or two. Does anyone have a favorite large cap? I am already long gold. Got in yesterday. Futures, calls and a little WHT. The big cap non-volatile play is NEM. I like WHT BGO GSS NEM GFI EGO. You have it 100% ass backwards IMO. A published spike in the PPI (that we all know is there) would cause treasuries to fall, the US$ to rise, and gold to sell off. A cut in the Euro would do the same thing: US$ rise, gold falls, treasury yields rise. After today how can it NOT be clear? Gold RISES with Treasuries and a falling $. Mish