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Gold/Mining/Energy : Blue Chip Gold Stocks HM, NEM, ASA, ABX, PDG -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (45212)	6/29/2013 5:49:53 PM
From: Bonefish	Respond to of 48092

:.) might as well. Ha

To: Logain Ablar who wrote (45212)	7/7/2013 2:24:14 PM
From: John Pitera	Respond to of 48092

HI Tim,,, if you look at my montly chart on the HUI-- which is the based on the XAU Gold and silver miners.... the Gold Bugs index. we are at some pretty extreme levels and in a general buying area in the really big picture. John

To: Logain Ablar who wrote (45212)

7/7/2013 2:52:21 PM

From: John Pitera

Respond to of 48092

HI Tim Here is my 3:15 PM market rundown to prepare for weekend and the HUI chart I was talking about

Message 28990121

To: pcyhuang who wrote (14295)	7/6/2013 2:19:43 PM
From: John Pitera	2 Recommendations of 14298

Hi Paul, Crude has the added kicker this past week of the major crisis in Egypt and the fact that the SUEZ canal may beccome bottlenecked or dangerous to ship crude through.... and that vast implications for global supply for the a number of energy importing countries...... so As Art Cashin has laid out in his Friday comments..... (yesterday AM) We should be watching the in order of importance to the key drivers of the markets.... 1) the 10 year note yield 2) The USD 3) Crude oil prices--- due to coup in Egypt and potential for Suez Canal Supply disruptions.. .. He also commented about the skeletons in the closets and that calls were coming in from the senior Global Macro Positioning guys at the Hamptons telling the skeleton crew of Nubies... to stop buy stocks...with interest relates making a new multiyear high. The Gold Miners .... the HUI and XAU have done *precisely what AJ forecast a couple* of weeks ago and have been dipping back to test probe the lows.... tell me what you see in this overview chart of the HUI *20 Year Monthly Chart of HUI AMEX GOLD BUGS INDEX* Very important Trade meeting and other major Geopolitical events are occurring this weekend and this coming week... those forthcoming developments will impact all of the Global Markets. Thank you for your insights Paul... there are hundreds of Global Institutional, Hedge Funds, Family Offices... Endowments...major Foundations.. which are all reallocating assets and are using different techniques and have different time frames, risk tolerance and objects... John

and in everyone should keep looking every day at the increasing slope of the yield curve.....

It has been quite a while since we have spoken Timb.... you have exceptional accounting and financial accounting skill sets.... I wish we had time to analyize a couple of companies from a Discretionary Free Cash Flow basis....

great to talk to you my old friend,

John