The Pendulum in International Affairs
The Memo by Howard Marks
The Pendulum Swings Away From Globalization
i imagine many us. Importers of materials, components and finished goods are looking for source closer to home. It's now less likely that germany will follow through on its plan to turn off its three remaining nuclear reactors by december 30 first. If the pendulum continues to move for a while in the direction i foresee, there will be ramifications for investors.
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