Michael Cuddehe: The Big Picture
"Systemic risk remains high with geopolitical risk the most likely trigger for crisis. Just the same, markets are getting a breather and gaining confidence. Expect rallies, possibly dramatic rallies, but don't forget that we are in a bear market that is not finished by a long shot.
Long term, the real opportunity lies with investment in business models, methods, products and technology which support the developing trend back to a more natural and healthy lifestyle. Neighborhood redevelopment and synchronous local and regional focused business models, local grown and processed food, natural medicine and alternative energy are all areas offering long term opportunity."
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