Where is the recession? Consumers don’t buy recreational vehicles if they fear recession. US is in good shape looking at the spending pattern in q2 US GDP announced today.
David Rosenberg explains why investing is not easy….No country for old men
Money on the sidelines?
1% is better or -1% ? The answer is 1% can go to 0 but -1% can go to infinity negative and that is exciting a whole bunch of portfolio managers.
