It seems to me that a good portfolio now will include Gold, it's going up up and up, Iron, demand increasing in China And India, Coal, needed to fire up the furnaces to process the ore, and Uranium, whatever anyone's opinion on nuclear power stations, from a government and business point of view it's the cheapest and cleanest and easiest option, and they are all very busy re-educating the worlds populations on their necessity, anyway the small scale nuclear pebblebed power stations combined with solar and wind power will sell to anybody.
I say buy buy buy.
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