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

To: NOW who wrote (28445)	3/11/2005 6:03:24 PM
From: russwinter	Read Replies (2) \| Respond to of 110194

Should be constantly monitored, but I've decided to wait for the spec position to get larger, say over 200,000, and for the Rydex PM to get more frothy. So I'd call POG, modestly bullish to neutral today. Other than that I'm just using charts. If gold can stay in a position where the Pig Men don't get offside (over 200,000) on it, then I can see the China Train Wreck benefitting certain stocks on the other end of the slide. CLG comes to mind because they've been hurt by higher input prices on things like steel and concrete. I also think there is a weaker Rand play coming, and combined with the capex relief, then GBN and ANO could be winners. Think you have to just take them one case at a time.