Matt Callow_

Matt Callow's 2008 Investment Themes: So Far, So Good

See my disclosure above.

8 Key Investment Themes for 2008

Just a follow up for those who actually read the comments. First of all, thanks for all the positive comments. I wasn't expecting Seeking Alpha to make this article their headline story of the day. I did want to point out that the Loonie call was the toughest one for me to make. It does fly in the face of a lot of professional calls right now. Don't forget, I will be making this play selectively throughout the year. Also, please keep in mind that although I have eight separate plays, several are tied together, limiting the diversity. For example, rising gold should cause the dollar to push lower which should benefit all the currency plays I mentioned. So if my 2008 picture is inaccurate, this portfolio will be ugly at the end of the year. But I think my sight picture is pretty clear, and I hope it raises some opportunities for you this year.