Lepracon

The Burst Commodities Bubble

The two most salient points being "nothing has changed fundementally" and it's "stupid to buy stocks based on percentage-off-their highs". MOS is a compelling long term buy, as are stocks like FLR in the E&C sector for the same fundemental reasons. But with the cuffs coming off the shorts tommorrow and Hedge Fund rendemptions looming at the end of the month, I'll sit on the cash a little while longer.