“It is essential to seek facts diligently, advice never… Money managers have to account for their actions to their shareholders, which means they have an undue fear of underperformance. We invest only our own money. Our investment decisions are driven by optimism, not fear” ~ The Chandler Brothers In this week’s Dirty Dozen we look at FOMC dots, slowing growth, rate bets, a market sell signal, and some long USD plays, plus more… 1. Fed dots have shifted materially higher from their meeting in March (orange dots) to the most recent June FOMC (blue dots). {chart} 2. At the same time, we’re starting to see increasing ... (full story)