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Politics : Welcome to Slider's Dugout -- Ignore unavailable to you. Want to Upgrade?

To: jimsioi who wrote (5194)	5/4/2007 11:37:09 AM
From: ItsAllCyclical	Respond to of 50127

As always I don't lock myself in to any one scenario. The liquidity reduction scenario is somewhat more likely than the rest right now as everything has been running together of late and for the most part for the past 2-3 years. When the markets get hit, gold gets hit. We really haven't seen much disconnect. However, timing as always is anyone's guess. I think China will likely go parabolic sometime soon and that probably spells some bigger correction coming shortly thereafter, but until then this could get dragged out longer than most suspect (as most bubbles do). Right now I'm still positioned for a bit more upside in the gold sector, but also over 50% cash. As usual playing laggards and value plays mostly.