Complexity - an invention of the financial media (providing refuge for the scoundrel).
The US and Chinese consumer will throw a rope to the rest. We will not see a double dip as so many expect. We were in "pause" mode past couple of months, soon to once again get underway.
Recent data from China and the US supports our view.
Props invented by Obama and the Fed were disasters.
Now shut of both, we will do just fine.
Robert Craven
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