Thanks for the heads up DUB...Jim's message was that,'... in...

Thanks for the heads up DUB...

Jim's message was that,
'... in comming out of this (finacial problem), you want to own things where fundamentals have not been impared....."

YEN
SWISSY
AG. PRODUCTS
NOT keen on EQUITIES
COMMODITIES - where the supply and demand is still out of balance

These will lead the market out.....

Does this include Aussie Banks i.e. not having been impaired??