Excellent interview here with Jeff Saut of Raymond James. Saut thinks we’ve put in a near-term bottom in the equity markets, but that there are many longer-term warning signals. Although he’s not in the double dip camp Saut does believe policy errors could cause a recession in 2011. Saut also believes the gold bull market is still in its early stages and that the precious metal will trade “substantially” higher. Great macro comments here:
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