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Wednesday, 12 November 2014

The Cheese Stands Alone.....................from Rico

There is an old nursery rhyme that goes something along the lines of "the cheese stands alone"...

The S&P is looking a lot like "the cheese" compared to everything else.
- Something smells like "Limburger" gone bad...

Some sources are now saying that US equities are 100% overpriced.
- Other asset classes seem to support that notion.


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