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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (37245)4/3/2010 4:57:49 PM
From: Dan Meleney  Respond to of 78670
 
Potholes, no; fees (taxes) yes. Potholes and unplowed roads get elected officials ejected. But all those fees will start popping up and increasing since they're too small to fight individually...a little more on your phone bill, a 1/2% more in sales tax, a reduction of exemptions. So I wouldn't sell my asphalt stock yet. I haven't yet figured out what opportunity this will give us with stocks though.

I do agree though that services will drop in general.



To: Madharry who wrote (37245)4/3/2010 5:11:21 PM
From: Spekulatius  Respond to of 78670
 
Madharry - Nice summary. I saw that interview too. You are corrected thinking about what to do about the things we learned from an investment perspective. It seems like a Chines currency revaluation may be coming within a 1-2 years timeframe.


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