We think that macro headwinds combined with seasonal variations is the primary reason for the conservative estimate.

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This porosity could be in the form of micro porosity (think pumice) or macro porosity (think large voids and a rubble pile structure) or probably even both.

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Still, I think a favorable macro-trend is emerging for Google, Yahoo, Bing and other search engines.

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Think about implementing a macro strategy that takes advantage of relative strengths of some of these emerging market ETFs.

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Think of all the seamless plays in financial markets that worked so long for big macro players.

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For macro longs, this is no time to be alarmed and by no means do I think this rally is close to over.

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Having said that, I think that most people should have a realistic view that the financial markets are in dire straits, relative to this macro environment with what is going on with currencies, what is going on with the global economy and significant government intervention in the west, in Japan, in those markets and in those economies.

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