Sorry Zeev, my comments were not intended to even appear a criticism of any past commentaries of yours.... I think you've had a remarkable run of calling market moves. My point was simply that you are challenging a runaway money supply, an accommodating Fed and an approaching election year.
You want a little fear in the market to set the stage for a good market next year and I'm not sure how you get that. I think there will have to be a "big surprise" market turning event to promulgate your scenario....
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