It was an odd week indeed – perhaps we are entering… The Twilight Zone. There were so many news items out that should have shaken investor confidence that didn’t. Either this is a bull rally that won’t stop or a final gasp move that will start to unfold. In this episode we also spend some time on the Yen (again) and the point at which gold may start to look interesting to nibble at.
If Japanese bonds (JGB’s) start to falter, which investments will benefit? What stocks may be in play related to the outbreak of the bird flu and earnings season analysis.
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Podcast: Play in new window | Download (Duration: 59:39 — 34.5MB)