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Strategies & Market Trends : Value Investing

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To: Tapcon who wrote (34573)5/24/2009 10:49:55 AM
From: Cogito Ergo Sum  Read Replies (1) of 78702
 
Really like the commodity and resources theme these days. Heard Tim Seymour speak in Chicago last weekend. He was also touting commodities-- as well as China, Brazil, Australia and something that was certainly not on my radar: the Turkey ETF, TUR. He also liked gold and fertilizers.

Sounding more and more like the decoupling bet is on again... The effects of reduced general US demand destruction now becoming a more known quantity.. ?
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