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Notes to myself, possibly of interest to others.
-- Bill Northlich

Friday, October 4, 2013

Good news - maybe.

David Kotok, Cumberland Advisors: We think the budget negotiations and debt-limit issue will all be resolved in our typical, dysfunctional American political way. The US will then continue its low-inflation, slow-growth recovery, while the military-option risk premium is likely to shrink. The bull market is not over. And the muni bond market remains cheap.

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