GDSM is and will continue to go through the roof IMO. I bought it and thought I could make a decent base hit. ANnyway, Im up big in two days and am now holding for a grand slam. The typical ihub circle jerk is going on with people saying its going to be a life changer. Ive heard that crap so many times I dont have enough fingers and toes to count them on but this time I believe this stock could run like Forest Gump. Keep an eye on it or jump right into the stew.
Galy writes that once the market is able to anticipate a Fed tightening, which he thinks will happen "most probably" in the second half of this year, "we will see a rising U.S. Treasury 10-year yield drive all before it, leading to a brutal reallocation of risk."
Galy says bonds are in a bubble, but the market isn't collapsing as funds rotate into equities. He warns that "the pace of that rotation may be enough to create this collapse," but he says the conditions for a collapse don't appear to be set, at least in the short-term, with global economic data on an upswing.
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