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That's because there's lots of liquidity floating around with consumers thanks to quantitive stimulus ( I just invented the term a minute ago) but not enough velocity to absorb it. Result: inflation.I think market is about to get ugly but still lots of money to be made
Velocity will go up and GDP will rise, but then employers will go on a outsource and offshore purge. They have no choice. Anything related to consumer demand right now is a sure bet.