Happy 4th of July! It’s one of my favorite holidays for the simple fact that summer is my favorite season. Parades, lakes, boats, beer, BBQ and fireworks — I’m in.
In honor of America here is a post I wrote a couple of years ago (with some updated charts) about why I remain bullish on the old US of A.
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Following the Great Financial Crisis of 2008 a number of macro doom-and-gloomers began predict...