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Notes to myself, possibly of interest to others.
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Tuesday, February 15, 2011

Rosenberg Daily - Commodites

And when we see articles like this dot the front page of the WSJ: Mideast Unrest Spreads as well as Rising China Bests a Shrinking Japan ...

... we know that there are: (i) geopolitically strategic reasons, and (ii) a fundamental economic reason to be focused on resource companies with proven and probable reserves in the ground. Industrial commodities in general, oil in particular. [Today] (Rosie's ellipses)

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