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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (113232)	4/30/2008 8:39:38 PM
From: Kerry Phineas	Read Replies (1) \| Respond to of 132070

Probably will buy gold. You think DBA is a buy here? Everyone is saying to get out of commodities, so its probably about time to get in. Maybe long DBA, long DUG? Oh yeah, how about a short Europe play. I do think that the theory that the $ will strengthen vs the Euro has legs.

To: Knighty Tin who wrote (113232)	5/1/2008 7:01:23 PM
From: GuinnessGuy	Read Replies (1) \| Respond to of 132070

Hi Mike, Not sure if you heard but I read something the other day that some company came up with a catalytic converter that does a much better job incorporating gold partially in the place of platinum. I think I read that as much as 1/3 of the platinum would be replaced with gold. Given their relative prices, this might get adopted fairly fast. So maybe a safer play would be a paired trade to go long gold and offset that bet, in whole or in part, with a short-type position on platinum? Not really sure how much platinum is currently used in this application, but assume it's a significant amount. Craig