Report Detail Summary

The Economic Tea Leaves

January 04, 2016

The market uncertainty that we anticipate is not only due to the domestic policies and the political process in the U.S. Events in the rest of the world are also adding to the increased uncertainty. The events in question are likely to have a larger effect on the rest of the world. For that reason, we expect the U.S. to outperform the rest of the world.

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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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