I'm skeptical on energy and commodity plays in steel, aluminum and copper. Gold is a no-no unless you find geopolitical risk unacceptable. Despite heady evaluation, I'm sticking with major Internet and e-commerce plays like Facebook and Alibaba.
I'm skeptical on energy and commodity plays in steel, aluminum and copper. Gold is a no-no unless you find geopolitical risk unacceptable. Despite heady evaluation, I'm sticking with major Internet and e-commerce plays like Facebook and Alibaba.
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