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

To: orkrious who wrote (29157)	3/22/2005 11:43:55 PM
From: NOW	Read Replies (1) \| Respond to of 110194

"Either way, the consequences for gold and its shares, which is all I am really concerned about regarding the dollar, should be the same." Doesnt make much sense to me: is he saying even if the dollar plunges gold shares will fall anyway...doubt that....

To: orkrious who wrote (29157)	3/23/2005 9:24:30 AM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 110194

ork, as you know, Lewis has been very bearish on gold stocks for quite a while. of course, he was also bearish on everything else during the entirety of the 18-month rally. his approach to the gold stocks seems to be the typical "they'll go to the moon in the long run but first they have to go much lower so i can actually buy some" spiel. he said exactly the same thing about energy, although he has evinced no awareness of the fundamental factors driving the energy bull, which he has completely missed. of course, like the very best stopped clocks, he is bound to be right every now and then.