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Strategies & Market Trends : Effective Collaboration - Team Research for Better Returns:

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To: Robert O who wrote (962)	6/4/2012 11:17:46 AM
From: The Ox	Read Replies (1) of 8239

>>>but the macro story is getting so bad....<<< I would disagree. I don't think the macro story has changed one bit in the last 6-12 months. I think the "view" has changed but not the underlying "story". Weakness, every where you see, has been the basic story but the "view" has been that its getting better, which, actually, I agree with. But better than what? Nothing, I repeat, nothing has changed in Euroland for well over a year. Similarly, very little has changed in the US but since we had relatively good numbers for a few months, people were "hoping" that the weakness was abating. About the only thing that's been changing relative to last year is that China has been doing a very good job of slowing down their economy. But the "view" has changed from one of "they need to slow it down" to "they are slowing too fast!". The "view" is fickle. It depends on which way the wind is blowing. Very little has changed except the "view". No one wants to get in front right now. Everyone, well, just about everyone, is in "the sky is falling" camp. My biggest concern is the "self-fulfilling prophecy". They sky is falling, run chicken little run.... JMO TO

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