The economy is weaker than expected.
Commodities are firm.
GLD is up, consistent with the strength in commodities.
Financials are weak.
Yields are declining.
It looks like the market is confused, but willing to bet on more QE. Time will tell.
George Dagnino, PhD Editor,
The Peter Dag Portfolio.
Since 1977
2009 Market Timer of the Year by Timer Digest
Portfolio manager
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