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Gold/Mining/Energy : Precious and Base Metal Investing -- Ignore unavailable to you. Want to Upgrade?


To: E. Charters who wrote (34118)1/29/2005 5:58:40 PM
From: Taikun  Read Replies (3) | Respond to of 39344
 
Ha ha.

Remember in 1930 investors thought they were entering a commodity bull like the 1910's but they were reading the wrong signals and instead we all know what happened. Te commodity bull didn't return until 1940.

What do you do to your portfolio if the probability of a repeat of that is 10%?

Anyway China is slowing, commodity markets look toppy, and something always breaks when the Fed raises. Time to be careful and not imbibe too much of our gains lest we lose our ability to pilot our portfolio through these uncharted waters.

Careful now...

D