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Strategies & Market Trends : The coming US dollar crisis -- Ignore unavailable to you. Want to Upgrade?

To: Real Man who wrote (7037)	5/7/2008 6:07:07 AM
From: stan_hughes	Read Replies (1) \| Respond to of 71454

Not to argue about it, but IMO the last several months was largely a non-recurring unwind of the long gold/short financials trade, so the recent correlation there is somewhat debatable Until a gold mania evolves (which could be a long wait), if the miners are going to be evaluated based on their ability to make money at current energy pricing, their stock prices will lag And if you were a broad based mutual or a sector player and were holding equal or higher weights in miners, in a downturn those dirts are IMO going to go along for any ride south I guess we'll have to wait and see what happens first to see who has to buy those steak dinners