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What Now ?

I would expect that the last wave of this reflation hope scenario, ie, higher interest rates, have probably gone up about as much as can be expected without confirmation that economic activity has improved. With that said, the interest rate…Continue Reading →

Winding up on Hope

To me it would appear that Hope has approached a peak level, and now reality will start to become a bigger input into the equation. Stocks and commodities are culminating the move that started last August, a move based on…Continue Reading →