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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: TobagoJack who wrote (33406)4/19/2008 5:37:27 AM
From: elmatador  Respond to of 217705
 
Elmat's thread is above suspicion whatever the subject.



To: TobagoJack who wrote (33406)4/19/2008 6:44:55 AM
From: Haim R. Branisteanu  Read Replies (6) | Respond to of 217705
 
TJ, as usual we tend to disagree on most issues

Equities will power along of those assets rich companies to catch up to the anticipated run away inflation add to that the obvious old age manipulation of stocks so a bunch of them will also rise.

I am tending to allocate some $$ to Asian stocks including China

RE well after a much deserved correction until 2009 it will be a good investment in the commodity rich or high birth rate countries otherwise just as dull as drying paint

currencies aside from the usual and continuous carry trade which is similar to investing in momentum stock or choosing the right musical chair I am short the EUR and long the USD and AUD (had a nice ride on the EUR from around 0.85 to the USD to 1.58 to the USD plus interest, and now I reverse with a 1 to 3 leverage) other currencies I would like to own I can not due to restriction and to high political risk or plain undesired peg and very high income tax in the originating country like Azerbaijan, Kazakhstan ect.

Bonds - if not for TIPS like RE the bubble will burst - inflation will overpower any slowdown

As to all type of commodities most bullish on coal and industrial metals but wait for a correction - agricultural I am afraid of government interference