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Strategies & Market Trends : Buy and Sell Signals, and Other Market Perspectives
SPY 671.910.0%Nov 14 4:00 PM EST

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To: Venditâ„¢ who wrote (43826)1/15/2013 10:06:21 AM
From: robert b furman  Read Replies (1) of 218833
 
HI Vendit,

I side with your view.

I do believe the name of the game is to devalue the Dollar.

As this happens and we continue our energy self sufficiency - we will have cheaper energy and to the degree that a weaker Dollar makes our manufacturing more competitive - high value jobs will return or begin in the USA.

The wage inflation that emerging countries are experiencing will not reverse - another factor that supports our future growth.

Energy creation has brought great employment and wealth creation to the US already - it will persist for the next generation and then we have off shore.

Our trade deficit is well on the mend - we need to fix our fiscal deficit and we will be very well set up on a global power perspective.

I think the debt ceiling battle will hurt the equity markets short term.

Long term the taxation rates have set up equities as benefactors.

The discougt the debt ceiling gives us in equities will be a last great gift - if it evolves.

My gut is it will.

Just as the Euro hurt last year, and the fiscal cliff hurt the end of last year - the debt ceiling will hurt Q1.

Then we go off into a bolder world of growth.

I like the set up and I hope it gives us a great buy in opportunity.

Aapl is the scapegoat to watch perhaps.

Bob
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