beware of bouncing dead cats, page-14

to use a cliche I think there is a risk of a sea change in thinking, a "paradigm shift"....fundies thinking inflation dead and buried, and all of a sudden it rears its ugly head....so they look at everything with a new perspective.

Actually I think there is more risk in financial stocks (being more interest rate sensitive) than commodities in the current environment but the market seems to disagree.