I have yet to post anything from Todd Harrison on this site, but I found today’s article as an interesting perspective.
…a lot depends on how we navigate a multi-linear dynamic that includes currency readjustments, the evolution of credit, $500 trillion of global derivatives, two-sided regulatory reform, the shifting social mood, geopolitical fragility and trade relations.
http://www.marketwatch.com/story/ten-reasons-why-this-is-not-a-bull-market-2010-03-24?pagenumber=1
