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5min chapter
Beware an 'Inflation Head Fake'
What Goes Up
The Places We Know We Rhyme With History
We think that we're still in this bear market, and we've got aways to go. The period after the great financial crisis where economic growth was suppressed is actually the outlier in history. And because we haven't killed the business cycle, we believe that you want to own more cyclical or more value oriented stop. That says we're pretty confident that we could pull off a soft landing this time. It isn't a slam dunk, that we're going into this deep, deep recessionWhere you have to get ultra defensive, you have to only own secular growers.
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