Kontent News

My take on the commodity supercycle zeitgeist...and the rise of the precious metals, uranium and alternate energy. Get ready for peak everything, the repricing of the planet and "black swans" all over the place..

Wednesday, January 31, 2007

Decision Point ®: Top Advisor's Corner: John Kosar

Decision Point ®: Top Advisor's Corner: John Kosar: "In our January 10th Stock Sector Overview, we said:
'...although this (Materials) sector appears to be susceptible to more near-term weakness and relative underperformance, we believe that the sideways activity of the sector’s relative strength line versus the broad market during the past six months is indicative of a larger, more significant emerging bottom as is being suggested by a multi-year under-invested extreme in our Rydex Materials Ratio. A stabilizing and eventually outperforming Materials Sector later on this year squares with our larger view that an increase in inflationary pressures is likely to be a key economic factor for both the Fed and the financial markets in 2007.'"

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