Last spring, some analysts were referring to the season just ended as, “the summer of recovery.” Unfortunately, that accelerating recovery never materialized, largely because policy uncertainties created especially strong head-winds. Nevertheless, a careful examination of the facts paints a much brighter picture than the one you’re hearing from most in the financial press. So what are these facts telling us? What’s holding back a healthy recovery? How can you profit as things unfold? We’ll explain.
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