Market Vitals 6 February 2013
Commentary/Action - Bond surprise on a growth surprise?
If you believe as I do that government intervention, which includes central bank money and government spending, is become counterproductive to the economy (a "negative multiplier" so to speak) then the idea of a major negative growth surprise for the US economy is still very much a possibility.
This view, which I would refer to as a "Key Premise" to understand the broader global macro environment, is depicted in the chart below. [Later today I will be sending you and audio/visual summary of this in much greater detail, as I believe it may be the key to understanding why we are in this quagmire and why going forward the US growth capacity could be severely hampered. It has implications for every major market.]
Please click here to view the issue [http://www.blackswantrading.com/storage/market-vitals/020613%20MV%20TMF.pdf]
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