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Within my last article, I outlined the reasons for my optimism as we began the new year. Today, I’m going to continue that discussion as

As you know, we have been discussing the potential for economic softness since the beginning of the year.  Recently, we’ve reviewed many individual metrics that are beginning to show a correlation that reflects the weakness that we anticipated, and I believe this affirms the decisions that we made months ago to significantly reallocate our model portfolios.

Now, you’re beginning to hear the main stream mass media talking about inflation that can no longer be ignored, including rising prices for gasoline, and materials.