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To: John Koligman who wrote (74568)11/12/2007 7:47:54 PM
From: RetiredNow  Respond to of 77400
 
Hi John,

the thing I keep racking my brain on is what comes next? Right now, oil and gold are up, but real estate is down, financials are down, and the dollar is down. However, if China's building boom starts to temper after the 2008 Olympics, then commodity prices will come down. But then where will the sector rotation go when commodity prices come down? And will oil come down as well, or will oil defy the commodity price decrease?

Guessing the next move is very difficult, which is why I stick to my diversified portfolio. That way, I never miss the next shift.