It is very diffcult to know what to do especially given the open manipulation of the markets by central banks and investment bankers.

Liquidity and a sound household balance sheet with the ability to have staying power in precious metal investments is the prudent strategy and a solid cash position in Canadian, Swiss, Australian or other quality currencies.

Based upon my experiences (somehwat limited) wit Japanese companies, I am not as bullish on a Caterpillar as I am on companies like Komatsu, Aida, Hitachi since they are themselves Japanese companies and Japanese investment usually requires a heavy concentration of using other Japanese countries even when it is less cost effective ... it seems culturally inbred in situations when I have been in competion against some of those companies in selling capital equipment to Japanese auto and auto part suppliers.

I would agree Japanes infrastructure plays will be agood investment as the country rebuilds from the devastating effects of the tsunami. Hopefully ... the radiation leaks does not contaminate a large area for an extended period since that would likely mean more clean up then rebuilding for several yeasr.

These are very dangerous and confusing times and being prepared and liquid are the best investment tips anyone can follow. Speculative positions are subject tow ipe out during highly volatile times ..so play it smart and play it safe.

orgy