A contarian's argument that now is the time to buy:
http://www.nytimes.com/2008/05/18/business/yourmoney/18stra.html
And some rich peoples are buying too:
http://biz.yahoo.com/rb/080429/millionaires_fidelity_study.html?.v=3
But oild could be a problem if last few day's trading is an indication.
http://www.marketwatch.com/news/story/goldman-raises-oil-price-forecast/story.aspx?guid=%7B5A9CCAD1%2D11E1%2D44B9%2DA9AB%2D7FF6F32EA571%7D
Brazil is the next china ?
http://articles.moneycentral.msn.com/Investing/SuperModels/BoomingBrazilTheNewChina.aspx
Dry shipping is hot.
http://www.thestreet.com/story/10416487/1/dryships-should-see-another-rising-tide.html
So is the Solar
http://www.thestreet.com/video/10417134/etf-spotlights-chinese-solar-stocks.html#10417134
All these depend on the tech.
http://www.tickersense.typepad.com/
