BarCap here basically going all in on all asset classes to the end of 2013.
A super bullish call this.
No matter fixed income, Piigs fixed income, oil, equities, junk, bullion.
In summary, put on the blind fold or hand the dart to the chimp, and go all in.
With Yellen at the FED and Carney at the BOE, they could be right.
Here the commodities weekly
BARCAP-Commoditieswkly-25-10-13
Rich