Thoughts on Post-financialization and the Equity Conundrum
Investment Outlook: Global Chart Panorama - 2Q 2008
Inflationary boom rest-of-world (ROW)... Stagflation in Occidental/OECD world... A bond trap... Negative real cash returns... Where to hide? Where to profit?
[Ed's note: This is a large document, 135 pages in pdf format (3.5 mb), and will take time to download. It can be read at Safe Haven or at HAHN Investment Stewards & Company Inc.]