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Non-Tech : The Woodshed -- Ignore unavailable to you. Want to Upgrade?

To: Malyshek who wrote (42088)12/11/2006 12:11:29 AM
From: SwampDogg  Read Replies (2) | Respond to of 60918
 
Pretty clear here
If $COPPER holds the 275-285 area then all is well. If it does not then some nastiness is coming. Either way IMO 500+ is on tap in the next year. Probably too much caution towards metals so they may just run.



To: Malyshek who wrote (42088)12/11/2006 12:51:44 PM
From: TheSlowLane  Respond to of 60918
 
Yes, I agree with that summary, overall. He is still recommending long zero bonds as a hedge against an economic downturn though. He is, I think, somewhat amazed at the liquidity out there (look at the M&A activity and private equity activity). He also talked about base metals companies as an endangered species and encouraged people to continue to have base metals in the portfolio.


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