Thursday, December 13, 2007

running the numbers

down the most Basic materials, financials, Energy.....
RIO, FCX, POT, China precision Steel, Nova gold, china natural resources.

Petro china, Transocean(RIG), PBR, ... emerging markets energy and materials?

This is alot of profit taking...


down least.. Utilities, noncyclicals, capital goods

UPDATE:
you know what this is, smart money rolling out of the weak dollar plays, with the fed on hold, and the inflation numbers adding to acceptance that the fed is going to hold a bid on the dollar.

10% correction in materials/energy?

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