>>
>>Nice summary.
>
>Thx - but I have no clear picture as to where to jump for personal investing.
>One of the surer things is inflation going to rise, but bargains and even good prices
>for housing disappeared (our prices where not inflated to a degree similar to US data).
>[makes you wonder if this won't be hailed as a smart bailout, as even currently idoitic
>prices mostly mortaged might become not too far out in the US <vbg>]
>
>I see myself upgrading/renovating, but getting new objects is much more difficult here -
>too many having the same idea. Shifting some money to dividend-heavy stocks and
>waiting for the next sizable dip in the stock market seem to be not enough.
>Shifting more to emerging markets, but these are far away and shakeups do happen.
>
>Not firm enough in biotechnology and not smart enough to pick the right small
>company getting the most out of gov subsidies which are rampant for alternative energy.
>
>Any special hints to watch other areas / trends ?
>
>curious
>
>thomas

My speculative money is in smart phones, pda's and more importantly the chip makers and app designers. These devices are in their infancy and they hold the same inherent growth potential as personal computers. Namely, while people may not NEED an upgrade to the latest and greatest, they sure do WANT it.