February 2015

It would seem that everything is coming up roses, at least in the U.S. Is this a Goldilocks world? In this month’s letter, Bill Longbrake discusses global mega trends, secular stagnation and global monetary policies, the long-run implications of which appear to be at odds with the short-term Goldilocks scenario. Bill concludes that it’s hard to say where all this leads but it probably won’t be what the consensus expects. 

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