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Tune in to Tuesday’s audio commentary
February 13, 2008 by matkinson
Risk is in! Which means go USA equities and sell JPY – especially with talk of reducing interest rate in JPY and subprime exposure (Toshiro Muto)
Short term, less negative, sentiment will not alter long term fundamentals on the euro
Home foreclosure freeze – affects debt – affects bonds- affects risk. i.e. $VIX is down
Inflation up around the EuroZone – commodities still a good bet.
I PREDICT that if you focus your thoughts on investing woes and trading problems and if you think about what you don’t want, all day long, your problems will get worse than ever this year. (http://alwyncosgrove.blogspot.com)
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