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Non-Tech : All Industries Value Investing

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To: Oblivious who wrote (2658)7/8/2011 11:00:49 AM
From: Keith Feral  Read Replies (2) of 13719
 
Raising more cash again today. Market looks very sloppy. VIX is too low and oil prices are too high again. Gasoline prices are absolutely ridiculous after the big mark up the past 2 weeks.

Time to wait for something "bad" to happen to commodities. JPM went to a sell on China equity markets. China has much further to go with monetary tightening to raise the value of their currency. Copper, coal and crude should all be shorted or sold back into the latest rally.
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