Justa's Dive Bar

[chainik]

<For the forseeable future, I don't think there is anything one can buy and forget>

J, I agree with you for 2007. More or less everything is likely to be hit. I was talking about longer time scale (10-20 years).

A number of "themes" have been mentioned by smart people (eg. Marc Faber) as well as by clowns - Asia (eg Thailand, Vietnam), water, infrastructure, gold/silver, oil, commodities in general, alternative energy/energy conservation, Russia, Africa (in general, commodities supplies for China), high dividend-paying stocks (income for baby boomers).