Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: TobagoJack who wrote (64451)	6/1/2005 1:53:09 AM
From: Taikun	Read Replies (1) of 74559

<The general idea is to start dumping USD moolah / USD revenue generating assets in favor of non-USD bread / non-USD revenue collecting assets.> I did read BKAS bills in USD. They probably fill a decent number of US airliners, and the commodity they sell is aviation fuel, which although they don't set the price of, it too is priced in USD. My take is you believe they have pricing power. <ggg>

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