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I think that in general, it's a very good idea, particularly for longer
time frame guys or if you are trying to keep (for whatever reason) the big
picture in view. I believe that commodities markets are important.
Exactaly how to account for them or what index to use as a proxy????
Stewart Taylor
Taylor Fixed Income Outlook
Voice: 501-219-9774
Fax: 501-228-0963
E-Mail: staylor@xxxxxxx
Web Site: http://www.cei.net/~staylor/
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