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In my interview with the Director of Global Equity Products for Jefferies & Co. we explored his shallow recession call, fairly strong operating earnings outlook, sectors (and industries within) that look attractive and ones to avoid, and the influence and importance of hedge funds.
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In my interview with the President and CEO of Maria Fiorini Ramirez, Inc. we discussed her no recession call, impacts of a classic credit crunch and deleveraging, the balance sheet strength of US corporations, and the status of the US consumer.