Some readers may be interested in putting a voice – and even a face – to the author. Below are links to three recent audio-visual publications in which I discuss US & Chinese macro as well as the interrelations between the three great asset classes of stocks, bonds, an commodities. Following on is a wider sampling of my views. Continue reading
The old adage that ‘the market must climb a wall of worry’ – i.e., that the best bull runs take place to the accompaniment of a swelling chorus of doubters – seems to have taken on a broader application in the economy at large where everything and anything which can be negatively construed currently calls forth a howl of rancorous ‘I told you so’s’ from the Herd.