In all honestey i hope you make some bucks baking your views becasue thats all we base our deciosns on our view of the current environment. Finances and commercial proprty sectors is not where i woudl be investing. Precious metals and energy is teh only sectors i would be loking at. Interest rate cuts and stimulus packages are all smokes and mirrors and biding time, US need to have a recession there debt is out of control and they ahave a policy favouring debt instead of curbing inflation. is till think volatililty os high and this is just a dead cat bounce. I am very weary of the next reporting season because if more bank defaults aoccue, US economy still shows signs of weakness and liquidity dries up in the lending markets we will accept a recession. Im not one that likes or promotes the dooms day gold bulls but we have been ina very propserous decade and a check is always a healthy part of the cycle.
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