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Confounded

Interesting Read On Global Outlook

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http://investmentpostcards.wordpress.com/2...kets-june-2007/

It is an interesting read, it seems they have their fingers on the pulse with all the issues baring the recent CDO issue (pretty major omission imho!) and generally they are pretty upbeat.

Interesting comments on gold and Real estate. To me they seemed a bit contradictory in discussing inflation, the dollar and the benign economic backdrop.

Not sure I was swayed buy their outlook but glad I have read it for balance. (I just hope I don't fall into the entrenched bear outlook described in their closing comments! :rolleyes: )P

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