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Friday, February 5, 2010

2 charts to think about !!! History class

Like 1930, unexpected protectionism could kill global trade and the global reflationary effort. The reflation trade has been ON FIRE since the beginning of the year. Will the reflation trade overshoot relative to underlying demand or is this global bull for real.  At some point everything with a price seems like a short (no recommendation) but without a catalyst the Dow could hit 30,000 (J.Rogers).

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