So, with all this shit happening in the financial sector with AIG/Merrill Lynch/Lehman Brothers (everyone) going down the shitter and the government stepping in to help; what would you guys say are some themes in the market today?
I did a small study on this approx. 8 months ago and my top three themes were the rapid increase in oil prices, the real estate "crisis", and how everything was leading to the rise of inflation and the weakening of the U.S. dollar.
I don't really see any of these that QUITE apply as well as they did 8 months ago any more and am interested to see what those of you that follow this stuff think are some of the current "themes" in the market today?
I know there can be some intelligent conversation on CR I promise I'll never initiate this again.