March 02, 2006

Trends Continue

Despite my last post, I still believe in the following trends:

Internet - especially yield management

GPS GPS GPS - Garmin and Trimble hitting all time highs again

Gold and Oil - looking for selloffs and than tune out the noise

Fiscal Policy remains extremely wreckless and inflation is "everywhere I WANT to be".

The problem with the fourth trend is that my favorite ideas - Internet and GPS - become even more volatile as this policy of inflation continues. It's never perfect.

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