l The bear case on American equities is well known and much discussed. It would be easy to list the ...
l The bear case on American equities is well known and much discussed. It would be easy to list the many problems from the housing market to the credit crunch but it would be nothing that had not been heard before. Instead, focus on the untold story of the US economy and the reason why, given all the negatives, the stock market is still only 10% off its all-time high. l Based on the old adage, oppositions do not win elections, governments lose them, the Democrats's chances of victory will be greatly enhanced by further weakness in the US economy and continued turmoil in the financial mark...
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