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

Thursday, March 29, 2012

Rosenberg Daily - Evil Emperor* Mode

...this month, we have seen more than two negative surprises for every upside surprise....So far this quarter. core capex orders are running at a weak -5.2% annual rate and core shipments are off 3.3%. It is tough to see how real GDP growth does little better than a 1.5-2.0% pace for Q1.

"Everything is proceeding as I have foreseen"

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