- May 27, 2015
World War D—Deflation
Everywhere I go I’m asked, “Will there be inflation or deflation? Are we in a bull or bear market? Is the bond bull market over and will interest rates rise?”
Read moreThoughts from the Frontline Archive, May 2015
- May 16, 2015
Secular Versus Cyclical: Notes from SIC 2015
The consensus I’m hearing and reading from the 500+ attendees at the recent Strategic Investment Conference is that this was the best ever. It was certainly intense, with more divergent views presented this year than at previous conferences. Plus, the range of topics was rather dramatic. This year I was able to listen to all but one of the presentations, and I want to share with you my notes and takeaway thoughts. (In addition to my own notes as a source for this letter, my associate Pat...
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