faber says avoid commodities like the plague , page-8

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    time to start short selling CFDs. What's out there that looks set to tumble further? Possibly Santos, BHP, Fortescue, Felix, Paladin, Newcrest, Oz, etc. I've been too reluctant to commence short selling CFDs because of its stigma with leverage, etc. However, if you keep the risks sensible one could do extremely well in a falling market.
 
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