Worth Reading 7.30.17 I.C. Investment Angles Inflation is Not About Consumer Prices A Lost Decade How Big of a Deleveraging GDP Confirms the Curve Productivity, Dollars and Stagnation Bull Market Peaks
Worth Reading 7.18.17 I.C. Angles Investment Post Asset Allocation Update Economic Review Ghost Recovery No Money in Monetary Policy How Equities Took Over Asset Allocations Valuation Measures and Forward Returns
Worth Reading 7.9.17 I.C. Angles Investment Post Economic Review Economics of Populism Auto Potential Mesas, Valleys, Plateaus, and Cliffs How Big Could a Correction Be? Crude Matters