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MacroVoices #338 Brent Johnson: Why You Can’t Ignore The US Dollar

Macro Voices

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Is There a Bear Market Rally?

i think it's very possible that these yields come back down, but it's not necessary. You can actually buy a us. Treasury now and actually get a little bit of yield on it. i still think over the next couple of years, when we get into the sovereign debt crisis, all that moneyis going to have to go somewhere. I think after that, i think we could have a very strong move higher in equities. Let's talk more about this yet.

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