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Strategies & Market Trends : 50% Gains Investing

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To: Cogito Ergo Sum who wrote (97842)	2/1/2011 11:32:29 AM
From: SouthFloridaGuy	Read Replies (1) of 118717

I do see jobs coming back. Spare capacity is just about used up. That's the reason jobs haven't come yet despite growth. I think the recovery will be truncated early by Fed policy, or better said, inflationary pressures. But that infers a 4-5 year expansion so we have a couple of good years left. We are not reliant on EM growth, they are reliant on US. It should be quite clear based on their underperformance due to their archaic monetary policy. The underlying economic momentum is VERY STRONG. I see no reason to be in commodities right now. Bond yields are set to rise and spec positioning is at records. The pain trade is down in commodities and up in equities.

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