Report Detail Summary

Turning Points?

October 27, 2014

Inflection points have a significant impact on relative asset returns around the inflection points and once the economy adjusts to the new policies, new relative performance trends are generated. So it behooves investors to consider the potential impact of the policy responses in the last two remaining years of the Obama administration.

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The ValueTiming™ strategy is based on the assumption that politicians and policymakers have particular views of the world, and that they will in general adopt policy measures that are consistent with these views.


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