r**m
发帖数: 1825 | 1 Conflicting Trends
http://www.quamnet.com/fcgi-bin/columnists.fpl?par2=5&par3=2
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Given the above thoughts, I would be looking to sell bonds in the near future.
I would also get out of industrial commodities including oil, although the
fundamentals of the latter are still very favorable in the long term. If Mr.
Bush is reelected, I would, however, be very careful to be short oil, as an
American or Israeli strike on Iran - possibly as early as December - becomes
very likely. With respect to sto |
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