Over My Shoulder

Michael Lewitt: Send in the Clowns

By John Mauldin

December 4, 2013

Michael Lewitt is on fire this month. A definite must-read, with gems like this:

"Just because we are at the lower bound of interest rates does not mean that we have to operate at the lower bound of reason. Policies that stopped working a long time ago are not going to start working now."

Download - TCS_12-1-13A.pdf

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