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At this point, Mr. Johnson’s “best-case scenario” involves a U.S. recession. His baseline is a global recession. As for his worst-case scenario, you probably don’t want to know. Peter McCorry, a veteran equity trader at Keefe Bruyette & Woods calls it that “time to buy house alarm stocks, because everybody is hiding their cash.”
http://blogs.wsj.com/marketbeat/2008/10/08/partying-like-its-1999not/

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