Dashwood 500K

Description:

Small Cap Niche Growth with a material emphasis.
I look for accelerating earnings growth in enegy, fianancial and material sectors.
I believe the market will go up until April 2007 as inflation is much higher than the fed report. As the rates rise and earnings slip we could see a long slow 25 year decline as the US enters the following deflation cycle.

My investing meme is therefore what people need not what people want.

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