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Oliver’s Insights – Crystals & investor worries as we go from seasonal weakness to seasonal strength

Risks regarding China and the Fed may be receding a bit for now but there remains plenty to keep an eye on including the risk of an “accident” flowing from slower emerging market growth and the plunge in commodities.

However, our broad assessment remains that the cyclical bull market in shares is likely to reassert itself in the seasonally strong months into year end.

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