Friday, June 17, 2011

Back To Business

Greece only affects us in the extreme: a liquidity freeze, European banks, due to poison assets. Then we’re involved but odds are slim for such an event.

Thus, back to business. The US boat wants to right itself, and will if left well enough alone.

Gasoline - the main culprit in this slowdown, a dynamic we predicted. Potential Iranian / Saudi violence remains the wild card. Absent that, we will move nicely into year end.

Consult xxxx for an expansion on these topics.


Robert Craven

No comments:

Post a Comment