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Unconstitutional Patriot
Join Date: Apr 2000
Location: volunteer state
Posts: 5,620
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Despite the fact I believe the country needs a good haircut, I'm not confident those in power would tolerate it. I'm open to the possibility of rate cuts and increasing monetary injections, in which case I would likely take positions in commodities and energy.
On the other hand, the changing scenery in the housing market (downright scary in the past 6 weeks) and a strained consumer may mean the government can't avoid an ugly downturn.
We don't necessarily need new asset bubbles. Consumers only need access to cheap money.
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