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Daniel,


There are a couple of energy related recs in the HG realm. OYOG, and DWSN although neither is in the real money portfolio. There has been some discussion of the relative value of the dollar over on the HG philosophy board. TMFDeej has posted a couple articles. Peter Schiff seems to me to be a bit to much chicken little but I will read any new article he cares to write as I think he's pretty bright most ways and he seems to have a better handle on the housing market than some of the other talking heads I've seen.

Regards,
Ken
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