I have not written for some time as the market in my opinion is getting a bit shaky as it extends its legs to the limit. I am over 50% cash now and finding it hard to find bargains frankly. I do think that the big industrial companies like Caterpiller and John Deere look good, and I am drawn to the agricultural chemical world of fertilizers as this must be a growth area, Monsanto Potash etc. Unfortunately that world was shaken recently by news that the virtual cartel controlling mineral potash is being shaken up and this may lead to massive falls in prices.
But it is getting close to being a mugs game right now. Beware.
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