We have updated Key Theme #2 from “Implicit Easing Insufficient” to “Explicit Easing Until Dollar Down”. Other Themes remain intact and we expect Theme #1 (“Stagflation Risks Rising”) to become increasingly evident as updated Theme #2 plays out. Click Here for slide deck.
Market Update October 2019
- Patrick B. Rien, CFA
- October 16, 2019
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Truth
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Excellence
Critical & objective evaluation of our positions to reach beyond the standard.