Get in Shape for a Decline

How in heck can you tighten or taper when copper's just getting pounded and steel prices can't hold up? How can we think about tapering when Airgas (ARG), which has its fingers in every single pie says non-residential construction is very weak and Terex (TEX) agrees? How do you start tightening when Europe's still in flux and China seems to be going down fast?

How do we base the end of QE3 on homebuilding when we didn't get good homebuilding numbers yesterday?...361 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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