In Light of Peak Oil, Financial Diversification Is a Bad Idea [View article]
You might be LUCKY to be in the OIL, Precious Metals.... but if the "demand" for these goes down... your portfolio will go down. I say you are LUCKY, since CHINDIA & emerging markets are keeping the demand up. So, you can keep your course for a year or two, but what are you going to do then?????
One area, I like RIGHT NOW is technology stocks (especially software). We should see CVLT, ORCL, SAP, GSB, AMSWA/LGTY, and numerous others... accelerate in their stock price. MSFT is too large (like XOM) to make major moves. Let's see what happens in TECH STOCKS during the next 6 months (in comparison to your portfolio).
Article needs to be more clear... what types of commodities are we talking about ... be specific!
Metals? Precious Metals? Grains/Food? Oil?
BTW, IMHO, Oil demand & prices should stay high, until the hydrogen cell becomes very popular and is available at low cost for consumer applications like cars.
In Light of Peak Oil, Financial Diversification Is a Bad Idea [View article]
One area, I like RIGHT NOW is technology stocks (especially software). We should see CVLT, ORCL, SAP, GSB, AMSWA/LGTY, and numerous others... accelerate in their stock price. MSFT is too large (like XOM) to make major moves. Let's see what happens in TECH STOCKS during the next 6 months (in comparison to your portfolio).
Get Out of Commodities - Barron's [View article]
Metals? Precious Metals? Grains/Food? Oil?
BTW, IMHO, Oil demand & prices should stay high, until the hydrogen cell becomes very popular and is available at low cost for consumer applications like cars.