Have been mulling over whether the current rally on equity markets can be sustained. I’ve decided to stay long equities for a while longer yet. The global economy keeps improving. Yes, some news will be bad in the coming months but most will be at least in part expected. Its some unexpected, large scale bad news that could bring the end to the recovery and I don’t currently ‘foresee’ anything specific that might crop up. That of course is the problem with unexpected bad news!
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