EP, <<No longer the natural trade...>>
... I will second that :0)
<<Many commodities (except gold, which is also a currency) are in the middle of their trends, with strong fundamentals and good techncals,,,,>>
... I agree, but first, a nasty correction may take place, because when folks run away from positions, they tend to run from all positions ;0/
I think we have a choice on the commodities, decide to run early, or not run at all.
<<Lots of good GDP numbers ...>>
... fragile, debt fueled, liquidity induced, not altogether real, setting up high valuations for a fall, particularly of houses, bonds, tech, dreams, ... and yes, commodities.
I am afraid, and so have been the earlier to panic, while the panic is still fun, and can be done with half a smile on face ;0)
Chugs, Jay |
