Here's my 2 cents worth.... The market is a zero sum game. So the trillions that have gone onto the disruptors in the past few months has to be paid for by either coming off the disrupted - or back off the disruptors - or both. Either way down seems more likely than up in the short to medium term. Add to that N. Korea and all hell breaking loose, or Trump turning out to be a fizzer, and things could get nasty.
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Full of Hot Air Tuesday, page-77
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