7/17/07

The economy will strengthen...Implications for the markets

The economy will strengthen. This is what our proprietary leading indicators are suggesting.

You can expect commodities to continue to rise and the dollar to weaken.

Commodities are a way to hedge the lower dollar and our loss of purchasing power.

Foreign investors are buying US assets at a discount with their strong currencies.

Yes, the world is flat.

How long will continue? I am smelling a bubble. But let's enjoy for as long as it lasts.

More on http://www.peterdag.com/.

George Dagnino, PhD
Editor, The Peter Dag Portfolio
Since 1977

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