If the U.S. recovery is to be believed, and I believe it is, and if the global slowdown is real, and I think it is, then investors are betwixt an ongoing growth stock market rally here and between the need to defend against losses elsewhere.
That’s an uncomfortable place to be. The jury is still out on whether the stimulus plans that have propped up the global markets and lead to the potential for organic growth in the U.S. will kill or cure the global patient. We’re either heading to boom or doom; but which? Growth investors hope the former, while gold bugs hope for the latter.
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