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<p>[QUOTE=&quot;justafarmer, post: 1126992, member: 3926&quot;]On the short-term - I see money moving from the Nikkei into PMs and other liquid financial instruments as a safe haven while searching for other investment opportunities. There will be some speculative trading in energy away from nuclear into oil and other alternatives due to the reactor meltdown anticipating the Japanese and US govenmental reaction to this event will be negative. Timber, steel, grains and base metals will get a push anticipating raw materials needed for reconstruction. Companies with siginificant Japanese ties that produces heavy equipment and construction material with significant manufacturing facilities outside the mainland such as Nucor Steel might be good plays.</p><p><br /></p><p>To be honest - your guess is as good as mine.[/QUOTE]</p><p><br /></p>

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