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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: KyrosL who wrote (55540)11/17/2004 12:36:45 PM
From: KyrosL   of 74559
 
Increased cash to 69% of portfolio this morning. Sold DROOY (but kept NTO) and also sold relatively small parts of the other stocks and bonds across the board to achieve 69% cash.

I think there are now better than even odds for stagflation in the US that may infect the rest of the world too.
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