Mish: We are in an “in between period” where the US will slow down and ultimately hand over the growth engine to emerging markets by the earliest Q4-2015 but firmly in 2016.
My track record is 0 for 3, so he has already one up on me from his call in 2006. But it is recession season, and certainly it is also liar's season with the election coming up. The two combined make for a potent poison.
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