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Strategies & Market Trends : 50% Gains Investing
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To: MoneyPenny who wrote (93777)9/4/2010 7:31:15 PM
From: SouthFloridaGuyRead Replies (5) of 118717
 
Have I mentioned that Mish is a moron? Double dip, no f*cking way. In fact, Mish and the Permabear crowd should try this one for size, I predict the world economy will actually beat estimates in the next 1 year.

However, I think there are a few things we know:

1) Global growth > US growth
2) US indicators don't matter as much to asset class returns like multi-national company stock returns
3) Protracted deflation is impossible in a fiat world without a major, major policy mistake. This has been avoided by Super Ben as the US banking sector is over-capitalized (nothing to see with Libor!). Inflation will end every bull market rally. EVERY!

The strategy remains the same. Buy Emerging Market stocks and sleep for the next few years. When inflation becomes unmanageable in a global framework, then sell.

Wash, Rinse, Repeat...making $ is fun.
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