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economics

A collection of 2 posts
2020 Outlook
china

2020 Outlook

Entering year 4 of a 15-year private sector confidence cycle, expect a mixed bag for risk-on asset classes in a world weighed down by the continued miscalculations of public sector actors. Major Themes: 1. A Mixed Bag for Risk-on Assets in 2020: The S&P 500 rises modestly; so does
Feb 10, 2020 16 min read
Will Investors Fall Out of Love with Stocks?
complex systems

Will Investors Fall Out of Love with Stocks?

Investor Portfolio Allocation to Equities Ever since reading about it here [http://www.philosophicaleconomics.com/2013/12/the-single-greatest-predictor-of-future-stock-market-returns/] at the always insightful Philosophical Economics blog, I have been fascinated by the notion of Investor Portfolio Allocation to Equities, a statistic tracked by the U.S. Federal Reserve here [https://fred.
Apr 28, 2019 3 min read
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