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Politics : Stockman Scott's Political Debate Porch
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To: Clappy who wrote (32648)12/12/2003 11:35:38 AM
From: lurqer  Read Replies (1) of 89467
 
...best self authored post...felt good to read a sunny outlook and actually find myself possibly agreeing with it.

Yes, it is a quality post, and I suspect that at least in part, your tendency to agree stems from your own optimistic personality. Certainly (IMO) China is the most powerful bullish economic force available for the next decade and a half. And this force should (again IMO) be most strongly felt in raw materials. Given that I (and unlike her) expect significant inflation to ravage the dollar, this provides a double whammy for raw material prices (in dollars). So your PIMCO fund should do just fine. All

JMO

lurqer
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