The FRED Report

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The Fred Report - Weekly August 22, 2011

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For Investors: deploy some cash into favorable sectors (Large Cap Energy still looks appealing), realizing that this is very likely not the final low in the market.  Should stocks rally, Treasury Bonds should sell off – and sharply.  We note that in spite of the recent market turmoil, commodities continue to outperform, and we expect this to continue into the end of the year.


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