With Japan, China and Europe all easing, and the fed not raising rates, we're good thru the 1st half of 15. Inflation should and will happen when rates go above 3 1/2 or so. I agree that deflation isn't a worry for the US economy. Sector picking will be critical for good returns IMO. I'm positioned where I want to be currently and CTIX is the anchor for my ship.
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