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"There are two economies in the U.S. right now, and they are moving in different directions"
"In plain terms: investors are not long enough"
"Foreign investors are now removing dollar exposure at an unprecedented pace"
"Margins tend to decline before recessions which is not what is happening now"
"Most investors see the Copper/Gold ratio at record lows as a warning that recession is near. But history tells a different story."
"Defense Sentiment is at one of the lowest levels of 2025"
