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Non-Tech : The Woodshed -- Ignore unavailable to you. Want to Upgrade?

To: TheSlowLane who wrote (40071)	6/9/2006 7:54:02 AM
From: SwampDogg	Read Replies (1) \| Respond to of 60911

I am watching the Ag/Au ratio for a sign of a low Contraction should be the sign of a turn

To: TheSlowLane who wrote (40071)	6/9/2006 4:25:56 PM
From: TH	Read Replies (1) \| Respond to of 60911

TSL, Yes, I'm concerned we might get the slow burn with POG over the Summer. That forecast sounds very much like what Kaplan was discussing on Bloomberg on Wednesday. I was not impressed with his logic and I generally dismiss him. Heard an excellent interview with Paul Van Eeden on Bloomberg today. I will post all the notes from this interview on the Shed a little later today (have to run off right now). Eeden thinks we see POG 900-1100 at some point in the future (12-60 months). GT TH