Over My Shoulder

BRICs take their licks

By John Mauldin

June 13, 2012

Read this with Minsky in mind. Stability leads to instability. Growth leads to overexpansion and then to recession. It's a law of nature.

Download - shift.pdf

Over My Shoulder is not an offering for any investment. It represents only the opinions of John Mauldin. Any views expressed are provided for information purposes only and should not be construed in any way as an offer, an endorsement, or inducement to invest. You are advised to discuss with your financial advisers your investment options and whether any investment is suitable for your specific needs prior to making any investments. John Mauldin is the Chairman of Mauldin Economics, LLC who publishes Over My Shoulder. He also is the President of Mauldin Solutions, LLC which is an investment advisory firm designated to the SEC, President and registered principal of Mauldin Securities, LLC, member FINRA, SIPC. Mauldin Securities, LLC is also a Commodity Trading Advisor (CTA) registered with the CFTC, as well as an Introducing Broker (IB) and NFA Member.