Economic Data Has Not Been Very Good…

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Source: Bianco Research

 

Last night, we had a conference call with subscribers discussing the impact of three issues that I believe is impacting all investors. They are:

1) Slowing Global Economy
2) Peak corporate earnings
3) Federal Reserve interventions

If you can guess how each of these 3 resolves, as well as the timing of each resolution, you know exactly how to permission your portfolios.

Everyone else has to consider whats the best way to manage their investments with imperfect information about the future.

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