Bigger macro issues? Indeed so. Inflation, currency devaluation, possible new wars, Europe economic crisis, red. vs. blue getting very extreme in Washington, etc. Certainly there are some bigger messes out there but it does not negate the fact that we are in a new emerging cycle, a ton of liquidity on the sideline waiting to get in.
This should be a very interesting summer.
If you have not already jumped in, now is the time to do so. Six more months and you will be too late!
-Suneet Singal
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