- Valuations are not attractive except when compared with worse crap (aka bonds).
- We are in an all out currency war.
- The economy is slowing and the only hope is that money printing and asset bubbles will create jobs.
- Sentiment is now bullish and we are overbought.
Not My Game
I have been willing to buy when we were oversold and bearish sentiment was extreme. But given that:
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1 comment:
Sounds like you like GOLD.
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