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Protecting Your Portfolio: David Hay and Michael Gayed Discuss Strategies Amid Quantitative Easing

Lead-Lag Live

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The Possibility of a 2011 Redox

I think the problem the market may start to worry about is the 2011 repeat, which I've been making that case in my own writings for a couple of years. The credit default thing is a little silly because there's no way the federal government will default, not long term. But they will always have the ability to pay the interest on their debt and even the repaid principle with what I call the Fed's magical money machine - restarting QE. So I just don't see how they possibly have any other solution.

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