April 09, 2009

Easter Greetings

Dear Friends & Fellow Investors

No insights this week - all international markets are closed on Friday.

However, I wanted to share a link to a noteworthy interview with Mohamed El-Erian, CEO of Pimco:


A summary of his predictions:

US$:  Short
Oil:     Long
Gold:  Long
Citi:    Neutral
BofA: Neutral
Ford:  Long
China: Long
GE:     Long

Best wishes for a pleasant week-end!

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