John Pitera's Market Laboratory Message Board

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Strategies & Market Trends : John Pitera's Market Laboratory

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To: John Pitera who wrote (13169)	5/30/2012 10:35:12 AM
From: robert b furman	1 Recommendation Read Replies (1) of 33421

HI John, Commercial loans are beginning to grow. Those with assets and good credit are using debt to get bigger. Those with too much debt have a longer term struggle to pay down - it will take time,but it already has taken 6 yeas. A stong dollar and weak commodities will grow margins as prices will hold (except gas and natural gas). Consumer discretionary will slowly go up and Auto's housing will slowly add - when in the past they did not. Ebergy and fracking of oil is huge and a decent percent of the GDP. Our banks are the strongest and we have the oil resources. We will lead the recession with slow growth. A relatively good/better story ve the world. Good to hear from you. Bob

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