<consumer led recession I have been suggesting for the second half of 2005 would kick in and the market may start and discount it a good 6 months ahead, making the late January to February period as a potential window for a top>
Z, IMO the window for the rally is even more narrow than you suggest. Recession is likely to start earlier, and given very likely uncertainty with elections, legal challenges etc, the Jan/Feb peak may be lower than current levels.
From trading point of view, xxxx win would make trading really easy. I'll just buy gold/gold miners and wait for the collapse which will come sooner or later. IMO sooner than most people think.
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