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Strategies & Market Trends : 50% Gains Investing
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To: Paxb2u who wrote (93787)9/15/2010 7:36:43 PM
From: John VosillaRead Replies (2) of 118717
 
'One of you 2 guys (Mish or you) will probably be looking for a new line of work next year.'

And what if we have continued disinflation, very low interest rates and flat housing prices at best but a decent economy, rising stock market? What about a new economic boom with drivers no one is talking about in 2-5 years as the end game? I think the biggest risk as depression fades from memory is stagflation. But Mish could well be right in many respects but miss the recovery and next boom entirely.. I am surprised so little discussion these days on finding the next Dell or Cisco in a repeat of the slumbering weak economy of the early 1990's. Maybe just easier to buy a survivor like Micron Tech at a PE of four?
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