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Ladies and Gentlemen, the Best Ozzie Song of the 70’s

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He was only 2 years old, but the Fly had his theme song set in stone early….

It’s no coincidence that I bring you an Ozzie 70’s tune as tonight’s theme.  We are back in the 70’s ladies and germs, even down to the bizarre long sleeved coat sweaters that have come back into fashion (yes, I saw my wife in one this holiday season).  The current commodity inflation and the odd, Jimmah Carter-like disaffected President should serve as further nostalgia for the period.  

I guess all we can do now is await a Reagan-like figure.   In the meantime, may I present a couple of guest picks from none other than the Teahouse onna Trax man himself?

First, one I liked upon inspection today, but which is overbought considerably, is Canadian rare earth and uranium miner QSURD (a very risky venture, be warned) :

Another, I like better, as it’s Ozzie, like the Bee Gees, is Teahouse’s other pick, the rare-earth Saudi Arabia itself, GDNLF.  It actually looks like it’s got some more room here, and I may grab a bit early here, in anticipation of a more general pullback.  

Otherwise, I am standing fast with my current hedges, as the dollar is still ambivalent.  I did sell about 25% of my AVL today at over $7.55, a double even at my high prices.

Thanks for the contributions, Monsieur Teahouse on le Trax!

 

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