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March 12, 2012

Near-Term Outlook

This weekend's Member Letter offers a synopsis of what I expect from markets over the next several weeks based on cycle analysis and sentiment readings. In a nutshell, stocks should suffer a near-term correction, gold will remain stuck in a funk, and the dollar should rally only long enough to accommodate the equity correction before rolling over into an extended decline. During this process, I will be stalking opportunities to get heavily long crude oil and precious metals miners. I have opened up this Member Letter to the public:

March 11, 2012 Member Letter

 

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