Mostly: Classical

[KastelCo]

Michael, I lost 316$. I agree that's pretty bullish right now considering my 9% gold is suddenly a much larger percentage of my 'invested ' portfolio now (and I still have a fair bit of energy). For a split second after the open I thought of taking some quick little profits in Miramar but I just didn't feel any panic so that was that.

On the energy well when I saw what looked like a blowoff the other day I thought I had it all figured out. Funny I have some high yielding oily trusts that didn't appreciate too much but aren't retracing much either. I know you western guys are sending some heat our way but the nights are still cool here, no need for AC and the days only show light duty needs if at all. Still expecting cheaper gassers later on. All the negative news on Iraqi oil bugs me too... You know how that goes.. too good to be true ?

Thanks ELD should be on my list also.

I'm going to look a little harder now over the weekend at Julius Wong's Greater China lists. That junior portfolio has some of that I.CAN.ONLY.GO.UP.COM feel...

regards
Kastel