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

To: Larry S. who wrote (854)	4/23/2004 12:07:35 PM
From: Larry S.	Respond to of 972

Dan, et al, I've been on vacation and missed the past couple of weeks but I have the Barron's GMI data and post it below. The data doesn't suggest that drop in the POG is anything more that a correction. I don't recall anything in Barron's of particular interest this past couple of weeks. And, while lease rates are off their lows, they aren't telling me anything of significance - probably my lack of understanding. The GMI/POG ratio: On 04/08, the Barron's GMI was 657.66, down from the previous week's 676.34. With the POG essentially unchanged at 419.50(04/09), the ratio was down at 1.57. On 04/15, the Barron's GMI was 612.17, down very significantly from the previous week's 657.66. With the POG significantly at 400.85(04/16), the ratio was down at 1.53. The ratio a year ago was 1.37. Larry