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My goal is to follow trends, try to assess positions relative to trends and how they change. This week, however, I am going to step outside the trend following approach and spew out a number of opinions.
The news is filled with companies announcing excellent earnings numbers…so what is wrong with the stock markets?
I’d bet that every time you hear the government tell you that the rate of inflation you are experiencing in your economic life is around 2%, you almost fall off your chair laughing.
Keep it simple
When liquidity dries up, volatility rises.
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