David White: If you think great US GDP grrowth, rates will rise. USD carry trade will end. Will cause some hard asset bubble problems in emerging markets
17 minutes ago
David White: Bernstein: If you think the USD carry trade will end near mid 2010, USD will strengthen. Play smaller, cyclical domestic companies.
20 minutes ago
David White: All those, including price manipulators JPM and GS, should remember that too high oil was one of the main causes of the recession.
41 minutes ago
The Strategist: Anyone want to martyr their portfolio by standing in front of this bull market short? I didn't think so, we remain bullish.
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