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To: Return to Sender who wrote (1408)	1/22/2013 6:06:13 PM
From: The Ox	1 Recommendation Read Replies (1) \| Respond to of 8239

Sorry it was extra work, RtS. I do reference the header charts a lot, at least weekly, so I am very, very appreciative of the work you just did!! I really want to temper my current bullishness but I find it hard to do. I wouldn't be putting on new positions aggressively here but I think there may be a lot of room to run, if it's done in a steady, relatively orderly fashion and not a rocket ship ride. I think we are early on in a number of moves that will look "hockey stick" like in hindsight. In particular, the industrial and manufacturing companies that have been flat for a number of years are starting to look like they'll see growth in the high single digits or low double digits. Companies that aren't that sexy, to say the least, but are starting to see a pickup in short term demand and also a slight ratcheting up of longer term expectations. I'm actually much less bullish on the internet and communications sectors in general but there are a lot of really solid plays that will substantially outperform their sub-sectors. I lean toward Robert's view on the recessionary scale but I totally respect that we may be closer to Richard's view.