any ideas?
Align PF with fundamentals, wait.
SKF and SRS seem outrageously cheap as does DGP, the gold ultralong.
All things Canadian will do very well.
I'm a contrarian's contrarian these days. Cannot ignore Ponzi scheme finance, monetary bubblefication, inflation, political bankruptcy on grand scale, expensive war not likely to end soon, real estate disaster, the incredible debt burden of the freshly screwed American consumer, unregulated Wall St. scamsters, weakened Fed balance sheet, an economy that has majority of GDP based on financial activity not manufacturing, CDS risk, etc.,
Are the price of gold and the market telling us that all of this has been "fixed" since August?
I doubt it.
We may still see Lehman Bros. fail along with lots of regional banks not big enough to rescue. Citi is definitely not done writing down, others too.
|
