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

To: glenn_a who wrote (92946)	3/31/2008 1:13:51 AM
From: TobagoJack	Read Replies (2) \| Respond to of 110194

i would be comfortable with your allocation i suppose in your other (9%) some food stuffing (i.e. stuf like finance.yahoo.com ) is included if not, recommend mid-course adjustment, because if there is a hole in your expectations, the lack of defense against specifically food inflation might be it. today's hk news is that supermarkets are out of rice due in part to hoarding, but also to tentative export controls by the rice exporting nations. i am actually in favor of food price inflation in that it would help to redistribute the pie from city slickers and factory proletariats to the poor emerging market farmers (developed world subsidy infused farmers do not need the windfall), but i wish to opt out of the treatment ;0/