Hey Frank:
I certainly wouldn't think you're nuts for thinking that way in these times especially. I can't believe how low it's come down, but never doubted it would roar back depending how the dominoes fall in the ME, might only decide how high it goes. Haven't ever played O & G but am willing to learn. I take it by downstream you mean TCPL or others? I take it you play one off against the other, alternating. Can you give me an example of a couple of your favorites at either end as well as for integrated and I'll check out their charts. TIA
Of course if you hook me in here, I don't know when I'll find the time to read all the posts on your thread on SI to keep up. Haven't heard Coxe's clip yet, but on thinking about it when I said I was interested in asset allocation that was wrong. I had sector rotation in my mind when I said that. May be a long time before I think of rotating out of the only two worthwhile now being O & G, and PM's. Come to think of it now that I've just written that, teach me quick!<LOL>
Bob
I don't think he did it on purpose, just not careful.
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