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Yes. But how are sequestration and tax-hike fears going to affect the markets over the summer, since the political future looks like continued gridlock and inaction on the debt and budget at least until after the election in November. Replay of the debt ceiling crisis last summer. Also combine this with European gridlock and fears? As a value investor, I see this as a big buy opportunity, since the underlying power of the businesses I choose to invest in -- US or foreign -- is lasting. Unfortunately I mostly have to sell one thing to buy another.
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