Really good comments and article by the author- consider for a minute how little if ANY at all gets into our high school or college/university level curriculum - i.e. How to interpret economic data 101. Our financial IQ is horrifyingly weak. I'd still like to know how he would position a portfolio in light of the data and conclusion. short term treasuries and cash, all things ex-US?
The Great Consumer Crash of 2009 [View article]