A high dollar and collapsing commodity prices are a real concern for our economy.
Not a concern that seems to be taken seriously, with banks hitting all time highs. I don't see how it's possible for the banks to remain strong if the economy takes a big hit, should that scenario eventuate. We're seeing massive strength in banks. I know it comes down to the yield, but surely yield isn't pursued with complete disregard to risk.
OZL Price at posting:
$4.00 Sentiment: None Disclosure: Held