Greetings to all
I look forward to the discussion. Mr T, I think you're right about the trends you name. One of the huge ones is the insatiable demand for commodities by China and India.
We see this already in the incredible price increases for strategic metals, such as molybdenum, used to make moly steel for drill bits and mining devices. Every moly steel producer in the world is completely maxed out right now and most will need to expand. Look at the prices for titanium, copper, zinc etc to rise as well.
Most of the world's steel, coal, aluminum etc. is headed for China and prices will rise.
The shift from value buyers to VALUES buyers is evident in the growth of organic and natural food stocks such as Hansens and Whole Foods. Alternative energy is headed up too.
It is going to be a rocking year in some sectors.
