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  1. W

    How to Bottom pick?

    The top two charts here, show Australia developing an inverted yield curve and the cash rate forecast shifting to a decrease. All this is quite bearish in the short and medium term.
  2. W

    How to Bottom pick?

    I've spent a bit of time trying to understand relationships during shocks and recoveries, as does everyone......only my opinion, but watch credit flow and fear for early signs either way. last recovery unfolded thus: credit flow led : decline in tedspread and libor then fear dropped ...
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