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To: ild who wrote (22775)	12/2/2004 5:39:56 PM
From: Wyätt Gwyön	Read Replies (2) \| Respond to of 110194

one recalls that Faber called (correctly) for a USD rally at the beginning of 2004.

To: ild who wrote (22775)	12/2/2004 5:40:00 PM
From: NOW	Respond to of 110194

makes me very uncomfortable: my raod map to a T and i am almost never right. next....

To: ild who wrote (22775)	12/2/2004 5:56:58 PM
From: gregor_us	Respond to of 110194

The Essential Reason The Dollar Must Now Rally. Because everyone agrees it must rally. LP

To: ild who wrote (22775)	12/2/2004 7:07:37 PM
From: ild	Read Replies (2) \| Respond to of 110194

Date: Thu Dec 02 2004 15:53 trotsky (flash@government &people) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved i agree with you that one should distinguish between the people and the government of China. clearly the government is autocratic and despotic ( though far less than it used to be ) and carries with it a lot of ideological baggage from a bygone era that no-one remembers too fondly. but then don't forget that it is rarely the governments that suffer in confrontations - it's always the people that somehow end up with the bulk of the suffering. and i'm optimistic that the changes China has undergone point to a brighter future also in the realm of politics. we've talked about this before - if you look at the constitutional changes that have been successively introduced in China, it has made great strides toward greater freedom, even though it still falls way short of what we would view as ideal. the question then is, what is the best way of ensuring that positive change continues? imo the path we're on now looks more promising than any alternatives i can think of. doesn't mean we have to coddle China's rulers or cease being critical of them - far from it. but ultimately this is China's own business - it will keep changing, at its own pace. we can encourage this process by peaceful means - as has been the case since the 70's. confrontation should always be a last resort - to deal with aggression. as long as no aggression is evident, it should be avoided imo. Date: Thu Dec 02 2004 15:31 trotsky (BWP@ETF etc.) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved not when you consider the timing of the ETF - i.e. it appears it began trading just as the dollar is hitting oversold extremes, gold looks overbought and the yield spread is at its most compressed in over two years. iow, the appearance of the ETF is coincident with all these other factors that are important for gold shares arriving at what looks like a potential turning point, or at least a pausing point. so the cause-effect vector still is obscured. we'll have to check the updated holdings of various gold mutual funds for clues at quarter end - it's possible that some of them have switched funds into the ETF and consequently out of gold shares, but we can't tell for sure yet.

To: ild who wrote (22775)	12/3/2004 8:24:22 AM
From: russwinter	Respond to of 110194

SOX gap and crap today? INTC BEFORE the after market release. Call volume: 100,525 Put volume: 13,506 PC ratio: 0.13 Open Interest PC ratio is 0.47, lower than 99% of all INTC PC ratios over the past year. Short Interest ratio is 88%, i.e. total shares short are less than one day's volume of shares traded. (data from Schaeffers). SMH money flow rather punk, under recent distribution on the move towards 34. Who knows if this stuff works anymore though? stockcharts.com[l,a]daclniay[pd20,2!b50][vc60][iUc20!Lf]&pref=G