BusinessWeek - It's hard to keep Americans from spending. The U.S. economy is improving at a faster rate than most people imagined it would, and the possibility of a double-dip recession is almost nil. The retail and consumer sector isn't great, but even it is coming in with a 3% growth rate year over year. Since interest rates will go up as the economy improves, I'm very lightly invested in bonds, and our biggest equity positions are in consumer electronics companies -- retailer Best Buy and manufacturers Sony and Panasonic . ...
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