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Very informative article by Bill and useful comments by readers. This puts into some broad perspective the recent strange behaviour of commodities and equities. As Bill points out, the behaviour of commodities and equities in the week ahead will be critical in deciding if the theme of strong commodities/weak equities which worked for 1h 2008 will continue into 2h 2008. Looking forward to Bill's insightful analysis in the week(s) ahead.
Jul 19 17:56 pm
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