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

To: Giordano Bruno who wrote (94279)	5/15/2008 9:22:35 AM
From: Lee Lichterman III	Respond to of 110194

I should have said BRIC is what I am bullish on. Yes, Russia and India are good too. India and China are looking rough but only because they over extended themselves. Their growth rates are actually much higher than Brazil which has slowed to around 5% 10 years into their boom. Chindia are still in the teens in their growth. Russia is great but ever since Putin messed with the oil companies, I always wonder if they wont nationallize or over tax if profits get too high for one of my picks. I guess that is where the risks are in many of these. By the way... The prices paid measure of inflation rose to 69.57 -- the highest since the start of the data series in July 2001. In April it was 57.29. reuters.com