Ballsy call saying the treasury mkt is out to lunch. Fair enough, but ballsy.
Markets are smart, but at times they can be wrong, very wrong. It will be interesting to see if I'm right.
Scott, latest cover of The Economist (line chart of a "crash" photoshopped onto Miss Liberty's tablet) wondering what's wrong with America's economy, should fire up all our contrarian instincts, in my humble opinion.Saludos.
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