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  1. Jim doud says:

    David: I Very much enjoy your blog and related reasoning.
    The prospects of inflation are being either ignored or understated. To compound that particular issue is that most managers have little or no experience with operating in such an environment.
    Question- under dislikes you continUe to pick machinery stocks, i.e. Deere and Cat. With improving global economic recovery-Why? Thanks, Jim Doud

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