Market Analysis

There must be something good behind the lift in a number of names that have been laggards.
Two recent views I've expressed are not inconsistent, but rather will occur at different times in the economic continuum.
The hope is that investors will change their mind about selling. 
Automation and efficiency is a mega trend. 
Following the acquisition offer, we a counter-bid is very possible. 
Chinese investors may be the biggest Brexit beneficiaries.
We may still have a way to go, but we're closer now than six weeks ago.
Let's see if the bulls can generate a little more V-ish action once again.
We also turn our gaze to bonds, Freeport-McMoRan and copper futures.
Past attempts to get past the point of resistance have failed, but perhaps this time will be different.


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