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Replies to #326 on Justa's Dive Bar
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MathProf

12/12/06 1:55 AM

#327 RE: Justa Werkenstiff #326

Justa, very interesting. Thanks,

MP

PS: I'm $250 up on my big 100 shrs GDX. I owe you and Chainik a drink, at least today.
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chainik

12/14/06 3:18 PM

#335 RE: Justa Werkenstiff #326

<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).