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Wednesday, July 25, 2012

Polish Safe Haven?

We just put Poland on our watch list to see if they can somehow separate themselves from the chaos in Europe - or at least be the first ones out of the gate on the other side.  The iShares ETF yields almost 6% - but it does contain 40% financial companies.  Doug Short's site mentions positive demographics, and possible natural gas to harvest among the things that give Poland and edge on "Old Europe".

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