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

To: russwinter who wrote (12833)	4/29/2004 6:38:59 AM
From: Crimson Ghost	Read Replies (1) \| Respond to of 110194

Leonard Kaplan -- who in contrast to the permabulls at GATA has an excellent long-term record calling the PM markets -- doubts if POG will drop much below $380 on this shakeout.

To: russwinter who wrote (12833)	4/29/2004 10:40:02 AM
From: gregor_us	Read Replies (1) \| Respond to of 110194

When the dollar swoons again, people are going to have to make a fundamental choice about the form of real money and real value they want to hold. I'm making that choice right here. Darffot and I are betting that oil is money, in similar fashion to the PM Investor axiom: gold is money. I have an irrational bias against gold which I think is the corollary to the irrational perma-bull bias towards gold. That said, I wish nothing but the best for gold investors.