Our 5 Year Predictions (Dec, 2008):
1. High Global Inflation Starting from 2011
2. Come out of recession by 1st quarter 2010
3. High Commodity Prices (Major currencies are been heavily diluted)

Our Investment Direction (Updated Jun, 2009):
Long Banking ETF & Commodity Related Stocks
Long Natural Gas @ $3.80 (Buy UNG)
Short HSI (Hong Kong) if it reaches 20,000 before Oct, 2009
We believe the US and Global Equity Markets are slightly overvalued in the short run.

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