Mish discusses the most influential aspects to the market from the dollar, to bonds, to commodities.
00:00 - Intro
01:43 - 20-Year Treasury Bond ETF (TLT)
04:02 - US Dollar Index Bullish Fund (UUP)
05:00 - Junk Bonds (JNK)
06:01 - Gold (GLD)
07:00 - US Oil (USO)
07:35 - Transportation (IYT)
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