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Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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  • Ha! What a joke.
  • edited December 2013
    Seasoned investors know everything is interrelated - not unlike Newton's Law of Motion. Strong growth numbers can prompt central bank tightening which usually causes rates to rise. When rates rise, equities get hit - especially the highly cyclical and commodity related. Falling asset values over time signal a slowing economy and should prompt central bank easing. In the VERY long run, it all fits nicely together whether you're talking Treasuries, junk bonds, precious metals, real estate, tech or utility shares. An over-simplification to be sure. Point is: This is all a very big (and sticky) ball of wax. (Rumor has it - Charles is developing a computer algorithm which will take all this into account and inform MFO readers where to invest at any given moment in time and space.)
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