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Russell Clark: Brace For Structurally Higher Inflation
The Macro Trading Floor
A 20 Year Bear Market Is Not Acceptable for Anyone
Rossell: Political change to favour labour over capital makes me much more upbeat on commodities. He says it's very hard to go past physical commodities, and he would not by the stocks except in exceptional circumstances. Rossell believes that if corporate tax rates rise, we should also see interest rates rise, bonduat rises. But one thing i would like to pick your brain on ultimately is being long commodities versus being short equities. A, you know there may be a dead money for ten years or so, but I don't think its as bad as people are thinking.
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