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Oportunist
RE: Down goes the Dow

J Carney wrote:

Yet valuations were higher in recent years and the market soared. Anyone whose focus is on valuations is missing the bigger picture. It just isn’t that meaningful.

Meanwhile consumer sentiment remains above average. Since consumers drive 2/3 of the economy, this is a bullish signal.


Solid analysis. Some people need to take off their blinders.

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