(1) No gold medal for the metal. (2) MEI sectors leading on the way down. (3) Emerging and submerging economies. (4) Has the global economy stopped growing? Of course not! (5) Is gold a leading indicator for anything? (6) Giving up on inflation. (7) China is still growing faster than any other economy. (8) Global oil demand growth increasing, not decreasing. (9) So why are oil prices falling? (10) Earnings still in record territory. (11) Focus on underweighted S&P 500 Energy sector.
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