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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Condor who wrote (20099)	10/17/2004 3:43:04 PM
From: mishedlo	Read Replies (2) \| Respond to of 110194

Commodity producing countries. Canada Australia New Zealand Brazil? Foreign govt bonds in those countries should do well IMO. Mish

To: Condor who wrote (20099)	10/17/2004 5:23:50 PM
From: ild	Read Replies (1) \| Respond to of 110194

<<<Canadas gold producer Placer Dome PDG.T. (There is expectation of significant CDN $ appreciation against the US $ going forward as a bonus)>>> If there is significant CDN $ appreciation against the US $ then canadian gold miners with costs in CDN may not do well. Just look at SoAf gold companies. Just a remark as I do have PDG. EDIT: IMO real estate, as a result of low interest rates and easy credit, is overvalued world-wide