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Re: riverrock post# 6717

Saturday, 08/06/2011 8:44:25 AM

Saturday, August 06, 2011 8:44:25 AM

Post# of 14019
I think there might be some short-term setbacks. I think it's reasonable to consider that a number of South American countries will look to be more independent of the US and Europe, perhaps even China, and establish their own continent. Hopefully the unholy trinity in SA (Venezuela, Bolivia, Ecuador...and Peru might be joining them) disintegrates with affluence and hopefully real capitalism.

I don't know what to make of China and India right now. Lot's of inflation. But they may just keep commodities going as their own inflation hedges. Perhaps that plays to our benefit with ENZR.