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Strategies & Market Trends : SiliconInvestor All Stars Forum

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To: SouthFloridaGuy who wrote (1504)	11/5/2007 9:19:50 PM
From: John Vosilla	Read Replies (2) of 1718

'My guess is 12-18 months as of the July credit crisis before the carry trade unwinds. Still plenty of time to make money in sectors that are relatively strong (i.e. Large Cap, Nasdaq 100, precious metals, EM etc). There is a lot of money to be made between now and then.' Interesting piece by Santoli in the most recent Barrons comparing today to the credit meltdown in 1998. Capital after the fed saved the day flowed disproportionately to the hot sector of the day which was tech. We all know what happened next..

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