Today’s Economic Backdrop for Investing Forecasting the economy (or stock market) is a hazardous undertaking. Many feel there are just too many variables and interactions to accurately forecast and translate useable top down investment ideas. Since value investors tend to be bottom up investors and contrarian in nature many ignore top down economic forecasts and […]
George November 27, 2011
Economic Backdrop
Filed Under: Macroeconomics Tagged With: capital allocation, debt supercycle, deleveraging, Endgame, fiscal policy, John Mauldin, Jonahan Tepper, low yields, macroeconomic, monetary policy, This Time is Different Leave a Comment