Latest Cornerstone

http://www.cornerstoneri.com/latest.htm

Eventually tensions between what Wall Street wants and reality will break.So it appears to us that Wall Street still hasn’t gotten it that the game changed 5 years ago. We believe that the US bond market now carries more risk than in recent memory and that the correction that is overdue could be substantial. We also believe that the Dollar is likely to be a catalyst for what now seems inevitable, a violent re-adjustment of US stock and bond markets. The conundrums will unravel and markets will start to play by the rules again.