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Portfolio Update

February 16, 2007

By Oxford Club

Friday, February 16, 2007By Horacio Marquez Email – #25 ** Portfolio Update As we anticipated, the U.S. Treasury refunding did marvelously well and Ben Bernanke told us that inflation is abating. The economy is strong, and the weakness in housing and autos is NOT spreading to the rest of the economy. Today, we also saw U.S. housing starts plummet [...]