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  • Forget the 1930s; We're Reliving 1975 (Part II) [View article]
    While the numbers may currently resemble the '73-'75 period more than the 30s, thanks primarily to an unprecedented program of quantitative monetary easing, I think the 30s more closely resemble the long-term problems we face today. And while I believe a cyclical bull market commenced in March, I don't see it carrying to new highs or lasting very long in the U.S.
    Jul 28 12:01 pm |Rating: +1 0 |Link to Comment
  • Don't Count American Manufacturing Out Just Yet [View article]
    Even if you have somewhat overstated the case, as some of the above comments suggest, I appreciate the reminder that a spirit of innovation has not yet been killed of in my country and there are still dynamic pockets of opportunity for entrepreneurs and investors. I am still able to find a handful of bargain-priced US growth stocks, but I'm finding many more in emerging markets, especially China.
    Jun 09 13:24 pm |Rating: +1 0 |Link to Comment
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