The Black Box

[wahz]

1. one days oil or dollar fluctuation doesn't matter, at least to me. However,I realize more than most on ihub that at major market lows everyone is a trader and these fluctuations become more greatly exaggerated

2.slower growth is fine. Frankly, there is almost no doubt in my mind that a true cap ex surge has started and that is what matters more. Slower gdp and lower inflation is good...rates will have to stop going up