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.
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to use a cliche I think there is a risk of a sea change in...
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