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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 408.69+2.6%Jan 5 4:00 PM EST
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To: Seeker of Truth who wrote (7281)6/18/2006 9:03:54 AM
From: elmatador   of 219004
 
Great posting, SoT! No contrary arguments I reinforce what you wrote:

Tech bubble drawn a lot of positive and no contrary views.

Emerging markets don't have that type of unanimous cheerleading. They have a lot of nay sayers.

I would say, in favor of your idea of not buying all that is for sale in Brazil, that real estate in Brazil is a four-year boom market.

Long term energy, retailing, transport materials (commercial vehicles) and banking.

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