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Strategies & Market Trends : John Pitera's Market Laboratory

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John Pitera
To: The Ox who wrote (18926)3/31/2017 10:22:24 AM
From: robert b furman1 Recommendation  Read Replies (2) of 33421
 
Hi OX and John,

That may be the surprise - global reflation in commodities and a weaker Dollar.

How could that develop?

Fiscal monetary policy through increased deficits.

Imagine if the federal government stream lined infrastructure program from a regulatory perspective and cosigned with the states for state issued infrastructure bonds.

More debt guaranteed by the full faith of the US government, but incurred by the states for programs they deem necessary by their own prioritization.

Lower Dollar in a reflation trade that would boost commodities.

I expect it.

Wilbur Ross will kick it off - Maybe even call them Ross Bonds.

That would be powerful and every politician would get his fair share of the pork - BUT hire American and buy American.

By god THAT SOUNDS GOOD!!

remember where you heard it first<smile>

There is plenty of money out there looking to invest in tax free municipalities.

Bob
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