Below is my updated thesis as of July 2012. Categories are arranged by order of their respective effects on the macro picture. For example, I believe that the global economy yields the strongest effect over the macro outlook. U.S. monetary policy is second and so forth.
To keep tabs on how my thesis is progressing, check out my previous outlook. For a list of all my past outlooks, click here.
I’ll have my market outlook up by the end of the week.
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