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Message: Question Inre Rotation to Jrs and POG

Question Inre Rotation to Jrs and POG

posted on Mar 28, 2008 01:27PM
Some have said that the rotation into gold jrs is beginning to occur. Is this rotation primarily from other sectors (tech, financials, etc) or from gold seniors. To the extent it is from seniors, it seems that senior valuation/pps logically tracts POG, whereas jrs (at least Kry) don't seem to, at least not as much. So, if POG rises does that diminish sr to jr rotation? Anybody have an opinion ... anybody care?
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