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“That Was the Week That Was?!”

by Jeffrey Saut, Chief Investment Strategist, Raymond James

November 11, 2013

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That Was the Week That Was, informally TWTWTW or TW3, was a satirical comedy program on BBC television in 1962 and 1963. It was devised, produced, and directed by Ned Sherrin and presented by David Frost. An American version by the same name aired on NBC from 1964 to 1965, also featuring David Frost. And last week was just such a week for me. The week began with a lunch with Bob Doll, who hangs his hat at Nuveen where he manages a number of mutual funds. Like me, Bob is bullish, believing that markets react to things on the margin and on the margin, things are getting better. He also thinks 2% - 3% GDP growth is a sweet spot for the equity markets. The next day I got an email from Jim Swanson, the sagacious strategist for MFS, who was thanking me for the “shout out” I gave him in a strategy report recently. He too believes a 2% - 3% GDP growth rate is a sweet spot for the equity markets. Jim recently wrote:

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