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	<title>RCS Investments</title>
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	<description>Global Macro Investing w/ A Twist</description>
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		<title>RCS Investments</title>
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		<item>
		<title>Macro Outlook Remains Ambiguous</title>
		<link>http://rcsinvestments.wordpress.com/2012/01/27/macro-outlook-remains-ambiguous/</link>
		<comments>http://rcsinvestments.wordpress.com/2012/01/27/macro-outlook-remains-ambiguous/#comments</comments>
		<pubDate>Fri, 27 Jan 2012 21:41:20 +0000</pubDate>
		<dc:creator>UFormula</dc:creator>
				<category><![CDATA[Random Thoughts]]></category>
		<category><![CDATA[China]]></category>
		<category><![CDATA[confidence]]></category>
		<category><![CDATA[default]]></category>
		<category><![CDATA[france]]></category>
		<category><![CDATA[Germany]]></category>
		<category><![CDATA[greece]]></category>
		<category><![CDATA[portugal]]></category>
		<category><![CDATA[u.s. economy]]></category>

		<guid isPermaLink="false">http://rcsinvestments.wordpress.com/?p=1159</guid>
		<description><![CDATA[The macro picture remains ambiguous.  Outperformance from the U.S economy and the prospect of worldwide loosening monetary policy remains counterbalanced with a worsening Eurozone crisis and a slowing global economy.  This confluence of factors will likely yield increased volatility as investors become flummoxed over which macro trends triumph.  Over the short-term and after a 20% [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=rcsinvestments.wordpress.com&amp;blog=14889811&amp;post=1159&amp;subd=rcsinvestments&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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		<slash:comments>0</slash:comments>
	
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		<title>RCS Investments Market Forecasts (Begn-2012)</title>
		<link>http://rcsinvestments.wordpress.com/2012/01/17/rcs-investments-financial-market-forecasts-begn-2012/</link>
		<comments>http://rcsinvestments.wordpress.com/2012/01/17/rcs-investments-financial-market-forecasts-begn-2012/#comments</comments>
		<pubDate>Tue, 17 Jan 2012 08:21:50 +0000</pubDate>
		<dc:creator>UFormula</dc:creator>
				<category><![CDATA[I. Economic Outlooks]]></category>
		<category><![CDATA[IV. Investment Portfolio]]></category>
		<category><![CDATA[China]]></category>
		<category><![CDATA[dollar]]></category>
		<category><![CDATA[equities]]></category>
		<category><![CDATA[euro]]></category>
		<category><![CDATA[S&P 500]]></category>
		<category><![CDATA[treasuries]]></category>

		<guid isPermaLink="false">http://rcsinvestments.wordpress.com/?p=1122</guid>
		<description><![CDATA[Read my latest macro outlook for an in-depth view of how I formulated my market forecast.  My previous financial market forecast can be found here.  Please read the disclaimer to your right.   Hope you enjoy the content. S&#38;P 500 &#38; Risk Markets: &#8211;Market Situation (Current Backdrop)&#8211;:  The investment environment is treacherous.  Mixed signals are omnipresent.  [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=rcsinvestments.wordpress.com&amp;blog=14889811&amp;post=1122&amp;subd=rcsinvestments&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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		<slash:comments>0</slash:comments>
	
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			<media:title type="html">Secondary</media:title>
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		<item>
		<title>RCS Investments Macro Outlook (Begn-2012)</title>
		<link>http://rcsinvestments.wordpress.com/2012/01/16/rcs-investments-outlook-begn-2012/</link>
		<comments>http://rcsinvestments.wordpress.com/2012/01/16/rcs-investments-outlook-begn-2012/#comments</comments>
		<pubDate>Mon, 16 Jan 2012 07:11:48 +0000</pubDate>
		<dc:creator>UFormula</dc:creator>
				<category><![CDATA[IV. Investment Portfolio]]></category>
		<category><![CDATA[I. Economic Outlooks]]></category>
		<category><![CDATA[Inflation]]></category>
		<category><![CDATA[housing]]></category>
		<category><![CDATA[manufacturing]]></category>
		<category><![CDATA[jobs]]></category>
		<category><![CDATA[credit]]></category>
		<category><![CDATA[confidence]]></category>
		<category><![CDATA[consumption]]></category>
		<category><![CDATA[service industry]]></category>
		<category><![CDATA[dollar]]></category>
		<category><![CDATA[monetary policy]]></category>
		<category><![CDATA[government policy]]></category>

		<guid isPermaLink="false">http://rcsinvestments.wordpress.com/?p=1105</guid>
		<description><![CDATA[Below is my updated thesis as of January 2012.  Categories are in order of importance (i.e. the factors that lead the development of my thesis).  For example, I believe that the most important factor for the U.S. economy and financial markets in general is what direction our global economy takes; therefore, this topic is first.  [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=rcsinvestments.wordpress.com&amp;blog=14889811&amp;post=1105&amp;subd=rcsinvestments&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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		<slash:comments>0</slash:comments>
	
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		<title>The Stakes are High.  A Resolution is Forthcoming.</title>
		<link>http://rcsinvestments.wordpress.com/2012/01/08/the-stakes-are-high-a-resolution-is-forthcoming/</link>
		<comments>http://rcsinvestments.wordpress.com/2012/01/08/the-stakes-are-high-a-resolution-is-forthcoming/#comments</comments>
		<pubDate>Sun, 08 Jan 2012 03:22:11 +0000</pubDate>
		<dc:creator>UFormula</dc:creator>
				<category><![CDATA[Random Thoughts]]></category>
		<category><![CDATA[bear]]></category>
		<category><![CDATA[bull]]></category>
		<category><![CDATA[China]]></category>
		<category><![CDATA[europe]]></category>
		<category><![CDATA[S&P 500]]></category>
		<category><![CDATA[u.s. economy]]></category>

		<guid isPermaLink="false">http://rcsinvestments.wordpress.com/?p=1095</guid>
		<description><![CDATA[Overall, U.S. economic activity remains positive. The primary debate among investors centers around a possible U.S. decoupling and positive U.S. equity market performance as a result.  I remain very cautious and admonish against piling bullish bets in the S&#38;P 500. Retail investors are buying into the decoupling theory.  Why wouldn&#8217;t they?  U.S. economic reports have [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=rcsinvestments.wordpress.com&amp;blog=14889811&amp;post=1095&amp;subd=rcsinvestments&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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		<slash:comments>0</slash:comments>
	
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		<title>Happy Thanksgiving and All, but the Bulls Already Know what they Want for Christmas.</title>
		<link>http://rcsinvestments.wordpress.com/2011/11/25/happy-thanksgiving-and-all-but-the-bulls-already-know-what-they-want-for-christmas/</link>
		<comments>http://rcsinvestments.wordpress.com/2011/11/25/happy-thanksgiving-and-all-but-the-bulls-already-know-what-they-want-for-christmas/#comments</comments>
		<pubDate>Fri, 25 Nov 2011 20:16:56 +0000</pubDate>
		<dc:creator>UFormula</dc:creator>
				<category><![CDATA[Random Thoughts]]></category>
		<category><![CDATA[bear]]></category>
		<category><![CDATA[bull]]></category>
		<category><![CDATA[crisis]]></category>
		<category><![CDATA[ecb]]></category>
		<category><![CDATA[europe]]></category>
		<category><![CDATA[Germany]]></category>
		<category><![CDATA[Merkel]]></category>

		<guid isPermaLink="false">http://rcsinvestments.wordpress.com/?p=1077</guid>
		<description><![CDATA[Good Afternoon and Happy Thanksgiving, Risk markets are losing their patience.  The Eurozone situation is approaching a major climax.  This is by far the most important story to follow in the coming days and weeks.  U.S. Economic data has been quite encouraging and the economy remains muddling along.  If Europe took care of business quickly [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=rcsinvestments.wordpress.com&amp;blog=14889811&amp;post=1077&amp;subd=rcsinvestments&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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		<slash:comments>0</slash:comments>
	
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		<title>Keeping An Eye Out: Halloween Edition, 2011</title>
		<link>http://rcsinvestments.wordpress.com/2011/10/31/keeping-an-eye-out-halloween-edition-2011/</link>
		<comments>http://rcsinvestments.wordpress.com/2011/10/31/keeping-an-eye-out-halloween-edition-2011/#comments</comments>
		<pubDate>Mon, 31 Oct 2011 06:30:02 +0000</pubDate>
		<dc:creator>UFormula</dc:creator>
				<category><![CDATA[II. Keeping an Eye Out]]></category>
		<category><![CDATA[Inflation]]></category>
		<category><![CDATA[China]]></category>
		<category><![CDATA[housing]]></category>
		<category><![CDATA[confidence]]></category>
		<category><![CDATA[consumption]]></category>
		<category><![CDATA[industrial production]]></category>
		<category><![CDATA[government]]></category>
		<category><![CDATA[global economy]]></category>
		<category><![CDATA[monetary policy]]></category>
		<category><![CDATA[QE]]></category>
		<category><![CDATA[politics]]></category>
		<category><![CDATA[europe]]></category>
		<category><![CDATA[fiscal stimulus]]></category>
		<category><![CDATA[re-shoring]]></category>
		<category><![CDATA[manufacturing renaissance]]></category>
		<category><![CDATA[Service Sector]]></category>
		<category><![CDATA[job market]]></category>
		<category><![CDATA[wages]]></category>
		<category><![CDATA[gas prices]]></category>

		<guid isPermaLink="false">http://rcsinvestments.wordpress.com/?p=1039</guid>
		<description><![CDATA[It’s important to account for factors, which may help unlock the macro puzzle in the months ahead.  In my bi-annual macro outlooks, I specifically include a sub-section named “Keeping An Eye Out”.  In it I list what I believe will be important ingredients in accurately forecasting the macro picture in the quarters ahead.  My latest [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=rcsinvestments.wordpress.com&amp;blog=14889811&amp;post=1039&amp;subd=rcsinvestments&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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		<slash:comments>0</slash:comments>
	
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		<title>October Crossroads</title>
		<link>http://rcsinvestments.wordpress.com/2011/10/14/october-crossroads-3/</link>
		<comments>http://rcsinvestments.wordpress.com/2011/10/14/october-crossroads-3/#comments</comments>
		<pubDate>Fri, 14 Oct 2011 20:47:00 +0000</pubDate>
		<dc:creator>UFormula</dc:creator>
				<category><![CDATA[Random Thoughts]]></category>
		<category><![CDATA[China]]></category>
		<category><![CDATA[EFSF]]></category>
		<category><![CDATA[europe]]></category>
		<category><![CDATA[what's next?]]></category>

		<guid isPermaLink="false">http://rcsinvestments.wordpress.com/?p=1025</guid>
		<description><![CDATA[Good Afternoon, Risk markets seem to be at a crossroads.  Both bulls and bears can point to a myriad of factors to bolster their case.  I&#8217;d like to provide a quick rundown of the strongest points for both sides. For the bulls, the U.S. isn&#8217;t in a recession according to economic data over the past [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=rcsinvestments.wordpress.com&amp;blog=14889811&amp;post=1025&amp;subd=rcsinvestments&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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		<slash:comments>0</slash:comments>
	
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		<title>My Portfolio and Investment Ideas: Updated 10/11/2011</title>
		<link>http://rcsinvestments.wordpress.com/2011/10/12/my-portfolio-and-investment-ideas-updated-10112011-1/</link>
		<comments>http://rcsinvestments.wordpress.com/2011/10/12/my-portfolio-and-investment-ideas-updated-10112011-1/#comments</comments>
		<pubDate>Wed, 12 Oct 2011 06:10:07 +0000</pubDate>
		<dc:creator>UFormula</dc:creator>
				<category><![CDATA[IV. Investment Portfolio]]></category>
		<category><![CDATA[economy]]></category>

		<guid isPermaLink="false">http://rcsinvestments.wordpress.com/?p=1007</guid>
		<description><![CDATA[&#160; I have updated My Portfolio Breakdown and Investment Ideas.  The previous update can be found here.  I increased my Bearish Investment exposure as well as raised more cash from my Bullish Positions. The S&#38;P 500 is at resistance and I am taking this opportunity to further sell into strength.  Note that I intend to [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=rcsinvestments.wordpress.com&amp;blog=14889811&amp;post=1007&amp;subd=rcsinvestments&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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		<slash:comments>0</slash:comments>
	
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			<media:title type="html">©1998  EyeWire, Inc.</media:title>
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		<title>My Portfolio and Investment Ideas: Updated 9/10/2011</title>
		<link>http://rcsinvestments.wordpress.com/2011/09/10/my-portfolio-and-investment-ideas-updated-9102011/</link>
		<comments>http://rcsinvestments.wordpress.com/2011/09/10/my-portfolio-and-investment-ideas-updated-9102011/#comments</comments>
		<pubDate>Sat, 10 Sep 2011 21:38:25 +0000</pubDate>
		<dc:creator>UFormula</dc:creator>
				<category><![CDATA[IV. Investment Portfolio]]></category>
		<category><![CDATA[economy]]></category>

		<guid isPermaLink="false">http://rcsinvestments.wordpress.com/?p=998</guid>
		<description><![CDATA[I have updated My Portfolio Breakdown and Investment Ideas.  The previous update can be found here.  I increased my Bearish Investment exposure as well as raised some cash from my Bullish Positions. Conditions in the Eurozone remain accommodative for continued pairing in risk.  I am also slighly increasing my short exposure due to a significant danger on [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=rcsinvestments.wordpress.com&amp;blog=14889811&amp;post=998&amp;subd=rcsinvestments&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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		<slash:comments>0</slash:comments>
	
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		<title>Damage Control for the Eurozone</title>
		<link>http://rcsinvestments.wordpress.com/2011/09/06/damage-control-for-the-eurozone/</link>
		<comments>http://rcsinvestments.wordpress.com/2011/09/06/damage-control-for-the-eurozone/#comments</comments>
		<pubDate>Tue, 06 Sep 2011 18:05:59 +0000</pubDate>
		<dc:creator>UFormula</dc:creator>
				<category><![CDATA[III. A Peek into The Future]]></category>
		<category><![CDATA[euro]]></category>
		<category><![CDATA[europe]]></category>
		<category><![CDATA[eurozone]]></category>

		<guid isPermaLink="false">http://rcsinvestments.wordpress.com/?p=991</guid>
		<description><![CDATA[Recent financial turbulence stemming from a deteriorating Eurozone has me speculating how the financial landscape could look like should the Euro dissolve.When I wrote my most recent Macro Outlook in mid-June, I postulated a north/south Euro pair or even a comeback of preceding currencies such as the Peseta and Lira. The Eurozone is reaching a boiling point [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=rcsinvestments.wordpress.com&amp;blog=14889811&amp;post=991&amp;subd=rcsinvestments&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
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			<media:title type="html">Picture 3</media:title>
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