The redistribution of wealth from the bottom up continues.
Market returns have been better with Obama.
Think of Lucy pulling the football away from Charlie Brown.
The pattern of declines in income and retail sales can't be ignored.
For proof, look no farther than Japan and Germany.
An increase in rates will likely come later than most are expecting.
Put the bad wage number aside and trade on the payroll gains.
Feels good to be right.
I don't see an increase until the fall -- at the earliest.

Thoughts on Fed Policy in 2015 Real Money Pro($)

It may be exactly what Ben Bernanke wanted it to be.

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