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


To: ild who wrote (35119)6/30/2005 9:17:10 PM
From: orkrious  Respond to of 110194
 
over the next 12 to 18 months i contend it is more likely that gold will outperform. of course i may turn out to be wrong about that, but imo the historical relationship is unlikely to break down in the near future.

hoye thinks the same thing.

I kind of hope they are wrong, since I have 18% of my PF in PAAS, plus a large chunk in my trading account. but since most of the rest is gold miners, I don't think I can go wrong. <g>



To: ild who wrote (35119)7/1/2005 10:11:21 AM
From: ild  Read Replies (2) | Respond to of 110194
 
Global: The Optimism of a Pessimist

Stephen Roach (New York)

morganstanley.com