John Pitera's Market Laboratory Message Board

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Strategies & Market Trends : John Pitera's Market Laboratory

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To: Jorj X Mckie who wrote (9191)	3/25/2008 1:28:06 PM
From: Stoctrash	Read Replies (1) of 33421

I see...yezz...& I understand your view. I too don't think the Dollar goes to zero....but IMHO there is another good leg up in Commod's, Metals, Oil & Gold. Many people totally missed these sectors the past 3-4 years and now they see what their bank stocks have done the last 12M. The shift of assets & demand are going to drive it. The rest of the World is growing, building and using. These sectors were mostly dead the last 20-30 years...so it's time they catch up. Eventually they get way overpriced and full of bubbles, but I think we're only 1/2 way there. One little niche I'm watching closely are the Nickel and steel markets. As long as Nickel holds above ~$12 it should ramp up quite a bit over the next 12-24M. The pure play on it is a new ETN called JJN. Very thin...but I think it's an aggressive way to play it. RIO a Cramer favorite(humm?), is also a play since they bought Inco a few years ago, though is more diversified in the sector.

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