内容：

Macro-economic views ............................................................3
Market strategy.......................................................................19
Autos .......................................................................................50
Consumer................................................................................70
Energy .....................................................................................75
Financials: Banks...................................................................78
Metals and mining ..................................................................91
Mid/small caps........................................................................96
Real estate ............................................................................105
Technology: Hardware.........................................................120
Telecom.................................................................................124
Utilities ..................................................................................129

[此贴子已经被作者于2008-8-7 9:18:37编辑过]