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The 2013 Global Macro playbook hasn't been rocket science. So far, anyway. From a US-centric investor’s perspective at least, all you’ve needed to do is:

A) Short Fear (Gold, Bonds, Volatility) and

B) Buy Growth (High Beta, Low Yield, Growth Stocks)

2013: It Ain't Rocket Science - Growth Equation

It really hasn’t been any more complicated than that.