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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: mishedlo who wrote (3730)4/6/2004 5:20:41 PM
From: Tommaso  Read Replies (1) of 116555
 
Well, it is certainly worth thinking about. But it ought to lead to big jumps in employment for suppliers of raw materials.

Anyway, I am betting heavily on commodities via PCRDX (which is actually now my largest single holding). Also, Bunge, Inco, Teck, FDG (metallurgical coal), and Canadian energy trusts. Heavily short the broad stock averages via RYVNX and BEARX and LEAP puts on the QQQs, and short the US dollar via PSAFX, gold, and Swiss Franc travelers checks.

Trying to build a kind of financial Noah's Ark, I guess {G}
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