3/15    Yes, people should look into BHP and RTP.  These Australian,
        British global commodity giants capture all 3 of these trends:
          (1) Falling dollar - Being foreign, they are a dollar hedge
          (2) Inflation and rising interest rates - Commodity
          (3) China growth - strong demand for all kinds of commodities
        Either hope for a pull back or buy for the longer term.  I have
        BHP (pe 17) for some time and I think I am going to add some RTP
        (pe 12).
        The other choice is RIO (CVRD) which is cheaper but also less
        diversified (strong concentration in iron ore).
        \_ Thanks. How do I do this, via ETrade or some sort? I'm asking
           because you have to deal with tax implications, whereas if you just
           open up an account outside of US, it might be a different story
           \_ All 3 are available as ADRs which are traded like stocks
              on US exchanges, so yes, you can just buy it on Etrade like
              any other stock.
              any other stock.  If you are thinking about buying overseas
              so you can not pay uncle sam taxes, I am not sure how.  I
              guess these are listed in their respective country's stock
              exchanges at the very least.
        \_ Once everybody knows something like this, it is probably too
           late to make any real money doing it.
        \_ Those had stellar growth in the last year... but there's no reason
           to think they'll maintain that. The price probably already has
           those factors built in.
           \_ I don't disagree with you guys that it would be better if
              you entered last year (or even before), but I think these
              still have room to go.  A lot of money is very short-termed,
              but these trends are mid to long term.  Also, just because
              but these trends are mid to long term.  Just because
              everyone thinks the dollar will fall doesn't mean it will
              fall immediately.  It hasn't fallen much against asian
              currencies for instance.  And there are people who think
              currencies for instance.  It hasn't fallen much because,
              as investors, the asian central banks are "stupid" and
              kept buying US treasuries.  Also, there are people who think
              commodities will come back down once production can be
              revved up, which I disagree, at least not anytime soon.
              With China and India joining the global economy in full
              force, labor, including skilled ones, is limitless, so
              where is the future bottleneck?  Commodities.  That's
              where inflation will be seen.