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Strategies & Market Trends : Value Investing
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To: Madharry who wrote (41758)3/15/2011 10:02:12 AM
From: Spekulatius  Read Replies (3) of 78569
 
Rebuilding Japan will require materials, steel, concrete and lot's of other materials and quite a bit of fuel. I agree that a selloff in raw materials is unwarranted.

I do not see a rebuilding effort requiring gold. I think US treasuries will be a source of funds for the Japanese rebuilding effort. As for the nuclear industry, I sadly believe that the LT out look is very bleak. Sure, existing reactors will continue to operate but they will be phased out sooner now (Take my word for it that it will be the case in Europe). I think the Korean will reconsider as will of course the Japanese.
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