Rande, great post. I add to that copper futures keep rising, closing over 70 cents. That shows the reflation of Asia/Brazil etc, is working, so plan accordingly. I still think China will devalue at some point, then we will see more competitive devaluations, not sure how all this will play out, but things will start to change in our markets, maybe just a rotation at first, who knows for sure?
Our picks will be ahead of the curve.
M-3 is contracting now, rapidly, from 14% late last year to 2% now, and that has been the gasoline for this mother of bull markets.
Obviously we both feel something strange is afoot. |
