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". |
“We are all agreed that your theory is crazy. The question which divides us is whether it is crazy enough to have a chance of being correct. My own feeling is that it is not crazy enough.” ― Niels Bohr
Click on any chart to engorge it
Click on any chart to engorge it