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Hmmm.... BUT market is extremely bullish going into non-farm - there
is an almost overeagerness to buy the market - tech. looks bullish,
momentum v. bullish....AND Obama speaks at 10 am post the numbers ...
to be honest
I have no clue on non.farm or the next 1 week but to me this is merely
short-term recovery from oversoldness - the fact remains all my
leading indicators points much lower for now.... Richardo theory is
the main economic discipline to follow.
http://en.wikipedia.org/wiki/David_Ricardo
Risk wise I got about 10% of AUM invested in medium-term downside in
equity & weakness of US dollar.(which is expensive these days.....)
Nice week-end
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