MY TAKE31 Mar 2009 15:53
On the future.....irrespective of the G20 verbals, the recovery hinges on the freedom of movement of cash within the financials......banks are clear of the worry of Nationalisation ( dare I say it) and confidence is coming back to the market. CT7 predicted this trend months ago, and his commentary is sorely missed.
Its now got to the point where if you want to build a portfolio, now is the time to do it, while prices are still relatively low. RBS was a gift at 11p.....and the RI on XTA was a licence to print money. Watch retail and the big food stores...TSCO for one.