The Fourth Turning of the Financial System

i definitely am more in louis camp than david rosenberg's camp when it comes to the importance of foreign divestiture of us. assets. i sure wish we could get sulton poser on the show. If anyone has his ear, please encourage him to accept our interview invitations. I don't know who's right, but i think a really big systemic change is under way. We have had a sell off here that is become protracted. Some people think that there's room for it to get worse from here. You've really got to start thinking about protecting your positions if you didn't get lucky enough to get out last week.