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To: JakeStraw who wrote (78120)5/14/2009 9:00:53 AM
From: Cogito Ergo SumRespond to of 118717
 
That is how my core portfolio is set up.. but hoping it does not overwhelm the inflation side.. US food prices keep rising .. That kinda perplexes me as fert prices are off and showing more weakness.. and oil while up is not in the stratosphere.. but it reinforces my concern for oil +50-55 range stifling the recovery side..

TBS