Brilliant find, and I think things are now close.
The fall in the US market is now less of a worry to people than in July/August.Even a recession in US is not the end of the world as far as other markets are concerned. The US is no longer the world- just a big part of it .They will do what's necessary such as another cut in interest rates
Commodities still look strong and Australia in the right place at the right time.
With Industrial and other Stocks you must look at earnings and PE ratios, and our stocks are not overvalued.
As I said great research, and ino action shortly
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