Replies to post #153183 on Zeev's Turnips Patch-No Politics (ZEEV)

[mainehiker]

true paul, one reason my portfolio has been 25-40% gold (and paas silver) throughou that time, (and often s. africans, which many here pan) and lots of small bios, which have zoomed..whats hurt me is holding onto some tech shorts, although lucklily took most off table this winter and early spring...and nvec has offered some nice downside plays lately.
i feel much more comfortable holding nem for months than most techs for hours...still ive got my painful losses in short positions, amzn among them! and some klac...although this weekends barrons has nice negative comments on that pig

[Zeev Hed]

I am still not a big fan of gold, but to be truthful, for two years now, I pointed out to a figure of $40 B in balance of payments deficit as the target for a weakening dollar and a bull in gold, I became bullish on gold on its breach $300...bearish when it gets close to $385/395.