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Well the narrative has finally changed. The fundamentals in all sectors across the planet have been horrible for years now, especially in the past few months, but last week seems to have been the time that the narrative has finally changed.
I think Ben Hunt's article on blue eye / green eye is relevant.
Also for DB: http://vignette2.wikia.nocookie.net/adventuretimewithfinnandjake/images/1/14/Boy-that-escalated-quickly.jpg/revision/latest?cb=20120922113943
Well the narrative has finally changed. The fundamentals in all sectors across the planet have been horrible for years now, especially in the past few months, but last week seems to have been the time that the narrative has finally changed.
ReplyDeleteI think Ben Hunt's article on blue eye / green eye is relevant.
http://www.salientpartners.com/epsilontheory/post/2014/05/25/When-Does-the-Story-Break
Also for DB: http://vignette2.wikia.nocookie.net/adventuretimewithfinnandjake/images/1/14/Boy-that-escalated-quickly.jpg/revision/latest?cb=20120922113943