Safehaven | Thoughts on Post-financialization and the Equity Conundrum

April 14, 2008

Thoughts on Post-financialization and the Equity Conundrum
by Wilfred Hahn

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.]

Safe Haven - Thoughts on Post-financialization and the Equity Conundrum

Hahn - Thoughts on Post-financialization and the Equity Conundrum

Wilfred Hahn
Hahn Investment Stewards & Company Inc.

The Global Spin is published and distributed by Hahn Investment Stewards & Company Inc., serving to provide comment and analysis on important economic and investment issues of relevance to general investors not otherwise widely available in the public domain.

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This report was produced by: Hahn Investment Stewards & Company Inc. Phone: 888-957-0602 and is for distribution only under such circumstances as may be permitted by applicable law. It has no regard to the specific investment objectives, financial situation or particular needs of any specific recipient. It is published solely for informational purposes and is not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. No representation or warranty, either express or implied, is provided in relation to the accuracy, completeness or reliability of the information contained herein, nor is it intended to be a complete statement or summary of the securities, markets or developments referred to in the report. The report should not be regarded by recipients as a substitute for the exercise of their own judgment. Any opinions expressed in this report are subject to change without notice. © 2005 All rights reserved. This report may not be reproduced or redistributed, in whole or in part, without the written permission of Hahn Investment Stewards & Company Inc. The Global Spin is published twice monthly at an annual subscription price of $250.