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To: Keith Feral who wrote (76287)	4/13/2009 6:02:06 PM
From: Cogito Ergo Sum	Read Replies (2) \| Respond to of 118717

Yeah I have lot's of thinking to do here.. I'm comfy with my yield positions as the only commodity play is the Connacher debentures. Infrastructure stuff should be just fine and even my healthcare stuff.. I need to decide what to do with my cash.. Since both you and Dale are certainly fairly bullish now.. Could either or both of you comment on what you think is going to be the result of all the extra money from stimulus.. Will it be sopped up somehow.. Will we get massive inflation ? Or is all this just moot.. and right now the recovery trade is on as part of the normal (albeit extreme this time) business cycle... TBS