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« Face-off: Consumer Strength | Main | April Employment Report Preview »

May 04, 2010



Agreed, but if we would to have a new 2008 crisis, governments can't bail us out. US has leveraged itself way beyond reasonable levels and probably EU will have to do the same.

Our financial system simply can't handle another blow like we had in 2008. I'm not saying that all hell breaks loose tomorrow - I don't know. But it will happen eventually.

Alternative would be deleveraging but it is hard to see that happening. Even if it would, it would mean lower spending and lower growth for many years.

Probably there is some growth left in the market, but cross your fingers that when things get ugly, you can keep your capital.

(I know this doesn't sound like typical value or long-term investing, but you need to preserve your capital :))


good sound advice.

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