Monday, July 02, 2007

Positive Reason

Interesting times head as significant adjustments are in the works. Currencies, Silver Gold, Oil, Stocks all in the equation with the most controlled item actually needs to be Interest rates.

Commodities continue to trade with a group and / or individual bias. Generally it might be the case that commodities are the best play as the long term (decades) cycle is probably most favorable for this asset class.

Gold and Silver fundamentals have never been better with global system adjustments seen as a long term positive. Significant amount of shorting taking place and some of it probably un hedged (naked).

Exact timing and finding reasons for the day to day action is tricky.

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