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G-String Bullhorning Love Fest


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Faber says food commodities and Dollar are favored. Says he expects gold to decouple from the Inverse dollar relationship, and outperform all currencies for the next 5-10 years, BUT not quite yet. Tightening liquidity worldwide. He expects China to slow down more than expected.

 

Says Inflation in the US will pickup.

 

In Asia he says RealEstate is much more attractive than financials. Real estate in India and Africa are also desirable because of China's influence to the region.

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MO is a bloated "goodwill" piece of crap :o

 

net tangible aSSets negatory 7 bucks per share

 

net $caSSh flow doesn't even cover the dividend

 

I know it's going up, I'm not short yet

 

but when it rolls over I'll be buying puts

 

it's had a heckuva rally already

 

a little more will be just fine

 

unlock that shareholder value :P

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