By
Bill
Glynn
Although
the consumer sentiment in the U.S. alone appears to be on the rise,
Thanksgiving and Christmas retail sales were lackluster at best and the season
was carried by online sales at best. Unemployment is down and the stock
market up. It all looks good for 2015. But wait... the world is uncertain
due to the withdrawal of American leadership abroad. If you think Greece
caused a worldwide panic, wait until sanctions in Russia really take hold and
the imminent backlash there. Buy beltway bandits or defense stocks with a
focus on cyber security - they will do well. [more...]
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