Jim welcomes Dan Wantrobski CMT, Chief Technical Strategist at New Albion Partners. Dan believes we have been in a stealth bear market in time, not price, for two years, and he is expecting a final washout, or market capitulation this year. Following that, he sees the beginning of a new reflationary bull market cycle, driven in part by the demographic wave of the Millennial generation reaching the family formation stage. Dan also believes that while interest rates have likely bottomed, they are also likely to stay very low for some years to come. In the larger context of global growth, Dan sees the US economy as the world’s only haven for growth. Also in this segment, Ryan Puplava has this week’s Market Wrap-up, and Greg Weldon covers global macro and commodities with Jim.
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