Reply To: Cathedrals of Commerce

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A very negative view of the situation.

I don’t agree with any of it except that the extent of the deficit is worrying and needs correction. Which is very hard to do in an election year without damaging the feel good factor.

Indicators such as the Philedelphia Semiconductor index are showing resilience and Dell released record numbers last week.

The problem I see is a lack of investment on this side of the pond. 😡

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