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Back to The Future

In 30 years time - an MBA class will be studying a 'must read' book about the era we are currently experiencing. It will be detailing the bio's of the great investors of the time and those that were fooled and failed to interpret events correctly.
The book will become a historical benchmark for investing in times of extreme risk, high debt burdens, sovereign vulnerability, low interest rates and volatile exchange rates.

What will that book say - I have no idea, but one thing I do know is that if we were to look back at any other period in time that had the same mix of extremes - students would not be concluding that it was a no brainer to expect stocks to rally and sit on bonds despite the nose bleed levels of debt.