Market returns have been better with Obama.
Corner of Wall & Main tackles retail sales, China and Treasuries.
Economic factors and historical trends make me bearish on the buck.
For now, I'm sticking to my outlook on bonds.
An increase in rates will likely come later than most are expecting.
As a contrarian thinker, this is where I want to be involved.
While profits rise and workers make less, you need to own stocks.
I fully expect the market to trade to new highs -- soon.
Deflationary forces, ineffective governments and monetary policies.
Because there is something joyous about rationality.


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