by synthetik » Mon Feb 19, 2007 7:06 am
I'm no expert however China and other financial markets look like they are currently experiencing a massive bubble.
For now my long plays are mostly miners, metals, energy and I had been shorting the subprime industry. If Jim Rogers is right, we are in the midst of another commodity bull market, starting in 1998. Countries that produce these commodities such as Canada, Australia, etc should do well.