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Re: jaiml post# 39741

Friday, 07/24/2015 6:09:41 AM

Friday, July 24, 2015 6:09:41 AM

Post# of 47077
Australia (and Canada) are somewhat commodity plays. Australia is relatively lagging the US/UK. With Iranian oil coming back into the market and wage inflation being low it looks like deflation continues to be prevalent such that commodity demand lags potential supply.

Buy relatively low opportunities, but cost average in rather than lump-in i.e. no urgency required IMO.

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