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  • MXI: For Investors Looking to Catch the Global Materials Sector's Recovering Momentum [View article]
    A wonderfully astute mentor taught me many years back that when we know something, anything, or everything, the exact opposite is far more likely to result e.g., a rampant asset bubble looms directly ahead. Additionally, the NR and materials stocks have enjoyed very nice gains and are anything other than cheap ATPIT!

    Paraphrasing, it perhaps is a great time to unload on the unsuspecting under the guise that, “we all know XYZ!” Supporting this thought, which of the 3-generally accepted inflationary prerequisites are currently or reasonably near term foreseeable in play:

    1) Easy Consumer Credit

    2) High Demand

    3) Full Employment?

    To each his/her own and best of luck to all.



    On Aug 07 03:53 PM Robert Martorana wrote:

    > Since monetary and fiscal stimulus are pushing us into an asset bubble,
    > an ETF in basic materials makes a lot of sense. The MXI is a great
    > way to play the reflation rally, while also hedging against inflation.
    Aug 09 10:35 am |Rating: +2 0 |Link to Comment
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