Quick Note... NFTRH169

I have just finished the first draft (Sunday mornings I do a final edit and catch the myriad typos and occasional instances of repugnant attitude :-)) of NFTRH169 and I have to tell you that it has taught me a lot.   I am a different market player this morning because I did the work.

For one thing, screw the critics, I am bullish on the euro on a risk vs. reward basis.  For another thing, screw the deflationists, I am bearish on deflation (put another way, bullish on inflation, bearish on USD) on a risk vs. reward basis.

All of this pending some unresolved errr... issues with the broad markets and their degrading sentiment profile.  But folks, 2012 is going to be VERY different than 2011.  Don't be a linear thinker... don't be a robot.  Just don't be.

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