This was one of the keynote addresses at the recent BMO conference in Florida. Don is one the macro guys I respect the most and has called these trends better than 99.9% of the other strategists since the beginning of the bullmarket in 2002. I follow his weekly program and monthly Basic Points publication religiously. I encourage all investors in this sector to spend the 50 minutes. There are no stock tips only wisdom and trends for making money over the longer term, the only thing I'm personally interested in, I could careless about tomorrow or next week or next month. I make money over time and it dwarfs and makes laughable what dime traders make.

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