Let the Macros Work
This week I made a couple of short-term comments on the market that could tend to muddy the waters. This is an important time in the market. Unless congress and the administration can really get a significant stimulus package going, and that looks doubtful as the mood seems to be deficit cutting (way to early in the macro cycle) we are headed sideways to lower and commodities could be the first to have a big time bust.
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