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Written by David Rosenberg - Gluskin Sheff
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Friday, 24 September 2010 07:02 |
In Today's Breakfast with Dave
• While you were sleeping: mixed equity market action overnight; bonds are generally bid, except for Europe where fiscal concerns are still on the front burner
• Two-year note and the S&P 500 cannot both be right
• Housing still in a deep funk: the 7.6% bounce in existing home sales in August can only be described as noise around a fundamental downtrend
• Follow the leader?
• Gold going higher still: it may be overbought on a near-term technical basis, but gold is likely to remain in a secular uptrend for quite a while longer
.....read it all HERE
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