SPX 9.09% 1.0¢ spenda limited

oct 11-14, page-94

  1. 11,522 Posts.

    Mid term, seems earnings are good, with consumer spending supported by low rates. The {fx, indices, yields} set was out of sync during that low couple weeks ago, especially given commods were behaving ok. Should have picked it, was close, but too fazed by some (too)long term trends, one for the experience bank...

 
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