Summary: Randy discusses several economic issues and trends to monitor that could cause the 2012 rally to correct. Should we witness a correction, he believes the forces of global central bankers turning on the liquidity spigot will cause any correction to be short and shallow, perhaps allowing for some tactical investments. However, with the market a little frothy, Randy reduced one of his long term holdings and suggests investor’s rent the rally. Additionally, he believe the economy continues to deleverage making it a balancing act to invest in market “hot pockets.” Join Randy each week as he provides current market commentary and delves into timely investment topics.
