December 19, 2008

CONSIDER BUYING INDIAN ETF’S

India is a big importer of oil and commodities. As prices have come down, they are beginning to positively affect Indian economy. India is considerably less dependent on exports to western economies than China. We believe India will be the first emerging market to recover. The market being down over 50% from its peak offers exceptional opportunity.

Consider scaling in on pullbacks in INP, EPI, IFN or IIF

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December 19, 2008

CONSIDER BUYING OIL

Our research shows that there are early signs oil demand in India and China will pick up in 2009. In these economies, governments control prices and prices at retail are coming down .Lower prices will increase demand. Ultimately western economies will also recover increasing oil demand.

The time to start buying oil is now. Our favorite way is to start scaling in right here at $2.53 in DXO . On the upside this ETN provides 100% leverage. On the downside, oil will have to trade at zero for $2.53 to be lost. Risk / reward is compelling

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December 19, 2008