The secular market will be started with USD appreciating for a change within 2-4 years. It is a presidential year.
* One war has been ended, and the other should be over hopefully. It would be peaceful for at least next 10 years if we do not irritate China from trade wars to a physical war.
* We already seen improvement in employment. It is slow but steady. Our high standard of living prevents us from competing with low-wage countries in low consumer products.
* Housing will recover. It may take 2 more years. It cannot take for ever to absorb the inventory.
* We're still the food supermarket of the world, the best universities in the world, highest research center, making movies/music... China is catching up but they're still a long way away.
* We have a lot of natural resources per capita. Gas will be the driving commodity when the environment regulations are relaxed. The pipeline from Canada will be materialized - to me it is a political balloon.
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(c) TonyP4 2012. Written in 12/16/11. Last updated in 12/16/11.
Disclaimer:
Do not gamble your money you cannot afford to lose. Past performance is a guideline and does not guarantee future performance.
All my posts are for informational purposes only. I'm not a professional investment counselor. Seek one before you make any investment decision.
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