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Notes to myself, possibly of interest to others.
-- Bill Northlich

Monday, May 2, 2011

Rosenberg Daily Soundbites

Inflation on the brain: Disinflation, if not outright deflation, is still the primary trendline, as it was in 2007-08 when we also had a commodity mania mask the true underlying trend..

But profits are still firm, as are equities: The areas of the market doing the heavy lifting are also highly sensitive in a positive way to the greenback

---DR's daily email

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