Wednesday, January 14, 2009

Taking Stock: When The Going Just Isn't

This market has a tendency to make me feel like an idiot, but if I don't learn anything from it then I am a fool. The market will ultimately go higher, even though it may not be in the near term.

- The BDI is still going higher.
- Inflation is inevitable, which even Berananke acknowledged in his recent presentation.
- Oil is not becoming any less scarce.
- China is still growing.
- The Boeing 787s and A380s will eventually be built.

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