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  • Caterpillar, Black & Decker: Adjusting to the New Reality? [View article]
    "we’re well on our way to equilibrium"

    Disagree for three key FORSEEABLE reasons:

    1. The dollar is being printed into oblivion, as other SA commentators have noted

    2. The fiscal deficit ($1 to $2 TRILLION) is too large

    3. Household debt is at 100% of GDP (per Thomason Datastream), so households still have a LOT of debt to pay down
    Jan 30 14:12 pm |Rating: 0 -1 |Link to Comment
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