Monday, January 29, 2007

Spot the Investment Thesis!

Trends worth consideration. 1, 5, 7 and 8 are the most relevant to me.

1 is an indictment of the current U.S. government and the people who allowed it to remain in place. Uh. Oh. Yeah. Nevermind.


Moving on, 5 and 8 are purely investment theses. Hmmm.

As for 7, well, Dubai gets it. See what happens when emerging economies can't fall back on oil to corrupt their politicians and sell to the U.S.?

Thanks to Uncle Jack for this one.

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